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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 | $293,550 | $155,555+88.7% | $146,866+99.9% | $155,188+89.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 29.35% | 115.41%-86.1pp | 102.85%-73.5pp | 148.84%-119.5pp |
| Employer contribution / active EE | $1,019 | $4,647-78.1% | $4,425-77.0% | $4,248-76.0% |
| Participant deferral / active EE | $1,943 | $8,044-75.8% | $7,759-75.0% | $6,531-70.3% |
| Admin fee / account holder | $10,095 | $14,755-31.6% | $13,620-25.9% | $14,480-30.3% |