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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 | $261,667 | $111,814+134.0% | $93,654+179.4% | $145,959+79.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.02% | 203.30%-194.3pp | 133.34%-124.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $705 | $3,092-77.2% | $2,421-70.9% | $4,661-84.9% |
| Participant deferral / active EE | $1,148 | $4,914-76.6% | $4,413-74.0% | $6,689-82.8% |
| Admin fee / account holder | $2,722 | $10,246-73.4% | $8,282-67.1% | $13,398-79.7% |