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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 | $307,889 | $84,236+265.5% | $170,435+80.6% | $70,126+339.1% |
| Participation rate | 34.4% | 70.8%-36.5pp | 83.6%-49.2pp | 69.5%-35.2pp |
| Annual return | 17.43% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $338 | $3,086-89.1% | $4,939-93.2% | $3,332-89.9% |
| Admin fee / account holder | $11,492 | $5,698+101.7% | $13,881-17.2% | $4,645+147.4% |