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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 | $305,773 | $227,399+34.5% | $189,758+61.1% | $198,609+54.0% |
| Participation rate | 47.1% | 84.0%-36.9pp | 79.8%-32.7pp | 82.4%-35.3pp |
| Annual return | 15.17% | 61.03%-45.9pp | 52.62%-37.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,756 | $6,837-59.7% | $5,856-52.9% | $6,977-60.5% |
| Admin fee / account holder | $1,142 | $25,162-95.5% | $20,388-94.4% | $19,030-94.0% |