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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 | $354,615 | $77,638+356.8% | $156,551+126.5% | $62,881+463.9% |
| Participation rate | 35.0% | 71.2%-36.2pp | 84.0%-49.0pp | 69.3%-34.3pp |
| Annual return | 8.89% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $12,118 | $3,444+251.9% | $5,501+120.3% | $2,281+431.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,080 | $5,561+45.3% | $13,028-38.0% | $4,296+88.1% |