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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 | $316,877 | $227,566+39.2% | $189,558+67.2% | $167,518+89.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.5%-28.5pp | 82.1%-32.1pp |
| Annual return | 11.93% | 78.43%-66.5pp | 64.19%-52.3pp | 478.71%-466.8pp |
| Employer contribution / active EE | $7,047 | $5,316+32.6% | $4,412+59.7% | $4,838+45.6% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,684 | $11,881-85.8% | $9,809-82.8% | $12,312-86.3% |