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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 | $307,747 | $152,619+101.6% | $125,195+145.8% | $152,909+101.3% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 7.79% | 54.85%-47.1pp | 43.79%-36.0pp | 345.46%-337.7pp |
| Employer contribution / active EE | $3,329 | $4,947-32.7% | $3,866-13.9% | $4,764-30.1% |
| Participant deferral / active EE | $288 | $5,869-95.1% | $4,937-94.2% | $5,851-95.1% |
| Admin fee / account holder | $43,770 | $13,437+225.7% | $9,704+351.0% | $11,601+277.3% |