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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 | $400,733 | $115,917+245.7% | $100,535+298.6% | $158,982+152.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 13.07% | 34.80%-21.7pp | 30.90%-17.8pp | 302.99%-289.9pp |
| Employer contribution / active EE | $532 | $4,105-87.0% | $3,419-84.4% | $4,763-88.8% |
| Participant deferral / active EE | $1,347 | $6,677-79.8% | $6,271-78.5% | $5,983-77.5% |
| Admin fee / account holder | $14,839 | $11,002+34.9% | $8,085+83.5% | $11,252+31.9% |