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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 | $383,054 | $114,119+235.7% | $107,187+257.4% | $138,895+175.8% |
| Participation rate | 21.4% | 78.1%-56.6pp | 75.0%-53.6pp | 79.9%-58.5pp |
| Annual return | 24.09% | 273.21%-249.1pp | 204.55%-180.5pp | 145.39%-121.3pp |
| Employer contribution / active EE | $3,623 | $4,059-10.7% | $3,782-4.2% | $4,194-13.6% |
| Participant deferral / active EE | $1,483 | $5,538-73.2% | $5,096-70.9% | $6,396-76.8% |
| Admin fee / account holder | $781 | $10,024-92.2% | $9,162-91.5% | $12,562-93.8% |