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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 | $658,173 | $209,428+214.3% | $178,498+268.7% | $158,950+314.1% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 5.47% | 188.78%-183.3pp | 151.09%-145.6pp | 302.91%-297.4pp |
| Employer contribution / active EE | $359 | $5,707-93.7% | $5,011-92.8% | $4,762-92.5% |
| Participant deferral / active EE | $3,584 | $5,955-39.8% | $5,202-31.1% | $5,983-40.1% |
| Admin fee / account holder | $6,501 | $17,077-61.9% | $13,985-53.5% | $11,248-42.2% |