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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 | $295,357 | $183,516+60.9% | $155,534+89.9% | $145,884+102.5% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 14.83% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $8,278 | $5,315+55.8% | $4,675+77.1% | $4,662+77.6% |
| Participant deferral / active EE | $1,465 | $6,467-77.3% | $5,630-74.0% | $6,690-78.1% |
| Admin fee / account holder | $4,094 | $19,293-78.8% | $15,900-74.2% | $13,392-69.4% |