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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 | $270,604 | $123,478+119.2% | $216,567+25.0% | $94,015+187.8% |
| Participation rate | 47.4% | 75.1%-27.7pp | 81.6%-34.3pp | 70.8%-23.5pp |
| Annual return | 46.89% | 23.61%+23.3pp | 12.94%+33.9pp | 17.84%+29.0pp |
| Employer contribution / active EE | $1,899 | $3,136-39.4% | $5,216-63.6% | $2,790-31.9% |
| Participant deferral / active EE | $1,333 | $4,556-70.7% | $6,191-78.5% | $4,249-68.6% |
| Admin fee / account holder | $795 | $12,753-93.8% | $21,981-96.4% | $8,951-91.1% |