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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 | $611,013 | $201,344+203.5% | $184,243+231.6% | $145,877+318.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.54% | 29.01%-14.5pp | 28.82%-14.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,600 | $7,022-77.2% | $6,427-75.1% | $4,663-65.7% |
| Participant deferral / active EE | $1,600 | $9,807-83.7% | $9,132-82.5% | $6,691-76.1% |
| Admin fee / account holder | $19,607 | $16,382+19.7% | $13,914+40.9% | $13,402+46.3% |