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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 | $448,508 | $111,535+302.1% | $105,223+326.2% | $137,256+226.8% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 14.88% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $985 | $3,939-75.0% | $3,689-73.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,040 | $5,500-81.1% | $5,072-79.5% | $6,407-83.8% |
| Admin fee / account holder | $305 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |