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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 | $534,711 | $156,398+241.9% | $147,318+263.0% | $138,895+285.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.72% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,365 | $4,853-71.9% | $4,593-70.3% | $4,194-67.5% |
| Participant deferral / active EE | $1,560 | $8,237-81.1% | $7,906-80.3% | $6,396-75.6% |
| Admin fee / account holder | $54,060 | $14,976+261.0% | $13,708+294.4% | $12,562+330.3% |