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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 | $296,324 | $162,136+82.8% | $152,301+94.6% | $154,746+91.5% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 12.86% | 91.02%-78.2pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,365 | $4,890-72.1% | $4,624-70.5% | $4,379-68.8% |
| Participant deferral / active EE | $1,473 | $8,341-82.3% | $8,004-81.6% | $6,730-78.1% |
| Admin fee / account holder | $16,041 | $15,759+1.8% | $14,398+11.4% | $14,365+11.7% |