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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 | $199,109+140.2% | $173,730+175.3% | $154,746+209.0% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.6%-59.6pp | 80.7%-60.7pp |
| Annual return | 17.86% | 20.02%-2.2pp | 19.96%-2.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,304 | $5,311-75.5% | $4,577-71.5% | $4,379-70.2% |
| Participant deferral / active EE | $1,003 | $7,113-85.9% | $6,326-84.1% | $6,730-85.1% |
| Admin fee / account holder | $47,070 | $20,916+125.0% | $17,523+168.6% | $14,365+227.7% |