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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 | $299,585 | $176,105+70.1% | $159,474+87.9% | $167,536+78.8% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 8.64% | 331.91%-323.3pp | 263.68%-255.0pp | 478.82%-470.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,500 | $7,751-80.6% | $7,353-79.6% | $6,342-76.3% |
| Admin fee / account holder | $3,280 | $12,559-73.9% | $10,802-69.6% | $12,315-73.4% |