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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 | $427,693 | $201,372+112.4% | $184,260+132.1% | $145,884+193.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 10.06% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $14,019 | $7,024+99.6% | $6,427+118.1% | $4,662+200.7% |
| Participant deferral / active EE | $1,500 | $9,808-84.7% | $9,133-83.6% | $6,690-77.6% |
| Admin fee / account holder | $1,302 | $16,362-92.0% | $13,898-90.6% | $13,392-90.3% |