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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 | $262,506 | $209,336+25.4% | $197,124+33.2% | $137,256+91.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.04% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,402 | $6,591-78.7% | $6,227-77.5% | $4,156-66.3% |
| Participant deferral / active EE | $1,755 | $9,614-81.7% | $9,135-80.8% | $6,407-72.6% |
| Admin fee / account holder | $10,932 | $17,308-36.8% | $16,298-32.9% | $12,270-10.9% |