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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 | $280,384 | $228,395+22.8% | $185,861+50.9% | $158,982+76.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 9.47% | 40.82%-31.3pp | 35.96%-26.5pp | 302.99%-293.5pp |
| Employer contribution / active EE | $8,093 | $4,968+62.9% | $4,088+98.0% | $4,763+69.9% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33,333 | $11,869+180.8% | $9,503+250.8% | $11,252+196.3% |