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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 | $317,846 | $155,555+104.3% | $146,866+116.4% | $155,188+104.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 19.37% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $878 | $4,647-81.1% | $4,425-80.1% | $4,248-79.3% |
| Participant deferral / active EE | $1,867 | $8,044-76.8% | $7,759-75.9% | $6,531-71.4% |
| Admin fee / account holder | $2,115 | $14,755-85.7% | $13,620-84.5% | $14,480-85.4% |