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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 | $772,471 | $110,410+599.6% | $102,437+654.1% | $145,897+429.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 1.74% | 24.85%-23.1pp | 24.95%-23.2pp | 552.29%-550.6pp |
| Employer contribution / active EE | $700 | $4,217-83.4% | $3,871-81.9% | $4,663-85.0% |
| Participant deferral / active EE | $2,100 | $5,622-62.6% | $5,060-58.5% | $6,689-68.6% |
| Admin fee / account holder | $633 | $9,745-93.5% | $8,388-92.5% | $13,390-95.3% |