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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 | $369,148 | $129,737+184.5% | $119,126+209.9% | $154,746+138.6% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 13.94% | 379.08%-365.1pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,906 | $4,375-33.6% | $4,034-28.0% | $4,379-33.6% |
| Participant deferral / active EE | $1,624 | $5,842-72.2% | $5,318-69.5% | $6,730-75.9% |
| Admin fee / account holder | $83,573 | $11,961+598.7% | $10,693+681.6% | $14,365+481.8% |