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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 | $358,871 | $104,937+242.0% | $84,628+324.1% | $152,897+134.7% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 3.65% | 373.88%-370.2pp | 258.80%-255.1pp | 345.43%-341.8pp |
| Employer contribution / active EE | $10,433 | $3,303+215.9% | $2,653+293.3% | $4,764+119.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $485 | $6,243-92.2% | $4,914-90.1% | $11,599-95.8% |