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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 | $276,798 | $165,399+67.4% | $149,745+84.8% | $158,982+74.1% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 26.90% | 348.34%-321.4pp | 276.72%-249.8pp | 302.99%-276.1pp |
| Employer contribution / active EE | $1,939 | $5,105-62.0% | $4,646-58.3% | $4,763-59.3% |
| Participant deferral / active EE | $1,532 | $7,183-78.7% | $6,843-77.6% | $5,983-74.4% |
| Admin fee / account holder | $4,732 | $10,811-56.2% | $9,312-49.2% | $11,252-57.9% |