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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 | $254,502 | $107,733+136.2% | $92,985+173.7% | $154,746+64.5% |
| Participation rate | 15.0% | 74.6%-59.6pp | 69.5%-54.5pp | 80.7%-65.7pp |
| Annual return | 15.89% | 30.39%-14.5pp | 27.99%-12.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,101 | $5,053-78.2% | $4,377-74.8% | $6,730-83.6% |
| Admin fee / account holder | $1,786 | $11,369-84.3% | $9,463-81.1% | $14,365-87.6% |