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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 | $514,437 | $81,358+532.3% | $155,556+230.7% | $80,959+535.4% |
| Participation rate | 36.7% | 66.3%-29.5pp | 78.2%-41.5pp | 67.7%-30.9pp |
| Annual return | 12.16% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $12,051 | $3,106+287.9% | $4,675+157.7% | $2,757+337.1% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,111 | $7,994-61.1% | $15,885-80.4% | $6,925-55.1% |