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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 | $457,198 | $217,432+110.3% | $185,851+146.0% | $167,553+172.9% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 15.65% | 148.43%-132.8pp | 122.11%-106.5pp | 478.89%-463.2pp |
| Employer contribution / active EE | $3,968 | $5,874-32.5% | $5,168-23.2% | $4,840-18.0% |
| Participant deferral / active EE | $1,654 | $6,357-74.0% | $5,569-70.3% | $6,343-73.9% |
| Admin fee / account holder | $8,168 | $19,820-58.8% | $16,245-49.7% | $12,316-33.7% |