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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 | $261,762 | $217,427+20.4% | $185,837+40.9% | $167,518+56.3% |
| Participation rate | 22.2% | 86.0%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 14.84% | 148.39%-133.6pp | 122.08%-107.2pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,906 | $5,874-67.6% | $5,168-63.1% | $4,838-60.6% |
| Participant deferral / active EE | $1,769 | $6,357-72.2% | $5,568-68.2% | $6,342-72.1% |
| Admin fee / account holder | $636 | $19,816-96.8% | $16,241-96.1% | $12,312-94.8% |