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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 | $277,263 | $211,224+31.3% | $178,505+55.3% | $145,897+90.0% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 15.87% | 30.28%-14.4pp | 27.16%-11.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $881 | $4,577-80.7% | $3,955-77.7% | $4,663-81.1% |
| Participant deferral / active EE | $1,013 | $6,966-85.5% | $6,280-83.9% | $6,689-84.9% |
| Admin fee / account holder | $15,653 | $12,109+29.3% | $10,428+50.1% | $13,390+16.9% |