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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $735,425 | $162,136+353.6% | $152,301+382.9% | $154,746+375.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 4.51% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $720 | $4,890-85.3% | $4,624-84.4% | $4,379-83.6% |
| Participant deferral / active EE | $11,800 | $8,341+41.5% | $8,004+47.4% | $6,730+75.3% |
| Admin fee / account holder | $58,710 | $15,759+272.5% | $14,398+307.8% | $14,365+308.7% |