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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 | $266,220 | $107,368+148.0% | $92,915+186.5% | $152,909+74.1% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 20.52% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,000 | $4,848-79.4% | $4,238-76.4% | $5,851-82.9% |
| Admin fee / account holder | $2,916 | $7,082-58.8% | $5,796-49.7% | $11,601-74.9% |