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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 | $338,764 | $148,629+127.9% | $135,982+149.1% | $139,487+142.9% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 12.08% | 79.33%-67.3pp | 68.32%-56.2pp | 373.84%-361.8pp |
| Employer contribution / active EE | $938 | $5,247-82.1% | $4,859-80.7% | $4,755-80.3% |
| Participant deferral / active EE | $4,366 | $8,102-46.1% | $7,760-43.7% | $6,713-35.0% |
| Admin fee / account holder | $2,022 | $12,406-83.7% | $10,767-81.2% | $11,407-82.3% |