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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 | $281,981 | $172,111+63.8% | $150,298+87.6% | $137,256+105.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.81% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,430 | $4,636-69.2% | $4,154-65.6% | $4,156-65.6% |
| Participant deferral / active EE | $1,430 | $6,166-76.8% | $5,453-73.8% | $6,407-77.7% |
| Admin fee / account holder | $17,052 | $16,471+3.5% | $14,116+20.8% | $12,270+39.0% |