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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 | $162,136+105.4% | $152,301+118.7% | $154,746+115.2% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 14.70% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $11,306 | $4,890+131.2% | $4,624+144.5% | $4,379+158.2% |
| Participant deferral / active EE | $172 | $8,341-97.9% | $8,004-97.8% | $6,730-97.4% |
| Admin fee / account holder | $8,715 | $15,759-44.7% | $14,398-39.5% | $14,365-39.3% |