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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 | $333,078 | $154,228+116.0% | $145,433+129.0% | $137,256+142.7% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 14.70% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $11,306 | $4,804+135.3% | $4,554+148.2% | $4,156+172.0% |
| Participant deferral / active EE | $172 | $8,216-97.9% | $7,897-97.8% | $6,407-97.3% |
| Admin fee / account holder | $8,715 | $14,344-39.2% | $13,129-33.6% | $12,270-29.0% |