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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 | $339,163 | $196,972+72.2% | $182,262+86.1% | $198,609+70.8% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 11.11% | 158.27%-147.2pp | 140.60%-129.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $1,555 | $5,364-71.0% | $5,046-69.2% | $5,055-69.2% |
| Participant deferral / active EE | $3,122 | $8,643-63.9% | $8,276-62.3% | $6,977-55.2% |
| Admin fee / account holder | $5,254 | $18,429-71.5% | $16,712-68.6% | $19,030-72.4% |