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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 | $155,555+243.7% | $146,866+264.1% | $155,188+244.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.72% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,365 | $4,647-70.6% | $4,425-69.2% | $4,248-67.9% |
| Participant deferral / active EE | $1,560 | $8,044-80.6% | $7,759-79.9% | $6,531-76.1% |
| Admin fee / account holder | $54,060 | $14,755+266.4% | $13,620+296.9% | $14,480+273.3% |