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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 | $308,043 | $106,864+188.3% | $147,318+109.1% | $82,637+272.8% |
| Participation rate | 16.2% | 75.5%-59.3pp | 82.1%-65.8pp | 68.1%-51.8pp |
| Annual return | 17.52% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,535 | $3,417-55.1% | $4,593-66.6% | $2,552-39.9% |
| Participant deferral / active EE | $1,326 | $6,496-79.6% | $7,906-83.2% | $4,126-67.9% |
| Admin fee / account holder | $544 | $8,415-93.5% | $13,708-96.0% | $7,339-92.6% |