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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 | $707,846 | $88,996+695.4% | $78,004+807.5% | $138,895+409.6% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.4%-31.9pp | 79.9%-42.4pp |
| Annual return | -3.66% | 28.03%-31.7pp | 31.07%-34.7pp | 145.39%-149.1pp |
| Employer contribution / active EE | $912 | $2,917-68.7% | $2,469-63.1% | $4,194-78.3% |
| Participant deferral / active EE | $774 | $4,724-83.6% | $4,092-81.1% | $6,396-87.9% |
| Admin fee / account holder | $9,311 | $8,807+5.7% | $7,578+22.9% | $12,562-25.9% |