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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 | $478,201 | $178,174+168.4% | $156,181+206.2% | $137,256+248.4% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 17.86% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,304 | $4,972-73.8% | $4,294-69.6% | $4,156-68.6% |
| Participant deferral / active EE | $1,003 | $6,888-85.4% | $6,132-83.6% | $6,407-84.3% |
| Admin fee / account holder | $47,070 | $17,404+170.5% | $14,586+222.7% | $12,270+283.6% |