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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 | $297,988 | $111,535+167.2% | $105,223+183.2% | $137,256+117.1% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 24.83% | 237.85%-213.0pp | 180.65%-155.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $15,544 | $3,939+294.6% | $3,689+321.4% | $4,156+274.0% |
| Participant deferral / active EE | $426 | $5,500-92.2% | $5,072-91.6% | $6,407-93.3% |
| Admin fee / account holder | $5,273 | $9,721-45.8% | $8,859-40.5% | $12,270-57.0% |