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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 | $251,616 | $183,539+37.1% | $155,556+61.8% | $145,897+72.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 17.96% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,066 | $5,315-79.9% | $4,675-77.2% | $4,663-77.1% |
| Participant deferral / active EE | $1,811 | $6,467-72.0% | $5,631-67.8% | $6,689-72.9% |
| Admin fee / account holder | $48,723 | $19,275+152.8% | $15,885+206.7% | $13,390+263.9% |