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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 | $406,907 | $154,209+163.9% | $130,062+212.9% | $139,487+191.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 25.61% | 32.52%-6.9pp | -137.37%+163.0pp | 373.84%-348.2pp |
| Employer contribution / active EE | $1,282 | $5,292-75.8% | $4,322-70.3% | $4,755-73.0% |
| Participant deferral / active EE | $1,603 | $6,709-76.1% | $5,821-72.5% | $6,713-76.1% |
| Admin fee / account holder | $12,707 | $13,988-9.2% | $10,601+19.9% | $11,407+11.4% |