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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 | $425,621 | $201,372+111.4% | $184,260+131.0% | $145,884+191.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 37.78% | 29.04%+8.7pp | 28.84%+8.9pp | 551.85%-514.1pp |
| Employer contribution / active EE | $2,676 | $7,024-61.9% | $6,427-58.4% | $4,662-42.6% |
| Participant deferral / active EE | $2,453 | $9,808-75.0% | $9,133-73.1% | $6,690-63.3% |
| Admin fee / account holder | $1,784 | $16,362-89.1% | $13,898-87.2% | $13,392-86.7% |