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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 | $827,026 | $155,555+431.7% | $146,866+463.1% | $155,188+432.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 8.16% | 115.41%-107.3pp | 102.85%-94.7pp | 148.84%-140.7pp |
| Employer contribution / active EE | $185 | $4,647-96.0% | $4,425-95.8% | $4,248-95.7% |
| Participant deferral / active EE | $7,313 | $8,044-9.1% | $7,759-5.8% | $6,531+12.0% |
| Admin fee / account holder | $206,041 | $14,755+1296.4% | $13,620+1412.8% | $14,480+1323.0% |