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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 | $559,135 | $185,856+200.8% | $170,028+228.8% | $139,456+300.9% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 11.29% | 60.52%-49.2pp | 53.39%-42.1pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,559 | $7,593-79.5% | $6,788-77.0% | $4,753-67.2% |
| Participant deferral / active EE | $1,768 | $11,623-84.8% | $10,409-83.0% | $6,711-73.7% |
| Admin fee / account holder | $28,420 | $15,387+84.7% | $12,820+121.7% | $11,407+149.1% |