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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,912 | $100,073+339.6% | $85,126+416.8% | $145,877+201.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 2.93% | 84.11%-81.2pp | 66.63%-63.7pp | 551.28%-548.3pp |
| Employer contribution / active EE | $395 | $3,236-87.8% | $2,731-85.5% | $4,663-91.5% |
| Participant deferral / active EE | $669 | $5,294-87.4% | $4,523-85.2% | $6,691-90.0% |
| Admin fee / account holder | $409 | $7,261-94.4% | $6,160-93.4% | $13,402-97.0% |