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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.)
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 | $398,010 | $72,071+452.2% | $68,368+482.2% | $137,256+190.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 13.38% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $407 | $2,788-85.4% | $2,649-84.6% | $4,156-90.2% |
| Participant deferral / active EE | $585 | $4,410-86.7% | $4,123-85.8% | $6,407-90.9% |
| Admin fee / account holder | $6,793 | $5,336+27.3% | $5,150+31.9% | $12,270-44.6% |