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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 | $293,287 | $162,136+80.9% | $152,301+92.6% | $154,746+89.5% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 14.90% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,006 | $4,890-79.4% | $4,624-78.2% | $4,379-77.0% |
| Participant deferral / active EE | $1,510 | $8,341-81.9% | $8,004-81.1% | $6,730-77.6% |
| Admin fee / account holder | $1,301 | $15,759-91.7% | $14,398-91.0% | $14,365-90.9% |