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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 | $538,975 | $184,014+192.9% | $161,149+234.5% | $138,895+288.0% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.8%-16.3pp | 79.9%-17.4pp |
| Annual return | 11.07% | 21.52%-10.5pp | 21.16%-10.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,137 | $5,055-77.5% | $4,360-73.9% | $4,194-72.9% |
| Participant deferral / active EE | $1,772 | $6,909-74.4% | $6,153-71.2% | $6,396-72.3% |
| Admin fee / account holder | $10,920 | $18,027-39.4% | $15,194-28.1% | $12,562-13.1% |