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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 | $257,284 | $178,174+44.4% | $156,181+64.7% | $137,256+87.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 21.59% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,130 | $4,972-77.3% | $4,294-73.7% | $4,156-72.8% |
| Participant deferral / active EE | $1,569 | $6,888-77.2% | $6,132-74.4% | $6,407-75.5% |
| Admin fee / account holder | $2,564 | $17,404-85.3% | $14,586-82.4% | $12,270-79.1% |