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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 | $280,498 | $89,259+214.3% | $107,187+161.7% | $82,637+239.4% |
| Participation rate | 11.1% | 67.9%-56.8pp | 75.0%-63.9pp | 68.1%-56.9pp |
| Annual return | 20.05% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $883 | $4,037-78.1% | $5,096-82.7% | $4,126-78.6% |
| Admin fee / account holder | $32,040 | $7,381+334.1% | $9,162+249.7% | $7,339+336.6% |