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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 | $945,746 | $81,331+1062.8% | $155,534+508.1% | $80,935+1068.5% |
| Participation rate | 10.9% | 66.3%-55.4pp | 78.2%-67.3pp | 67.7%-56.8pp |
| Annual return | 16.91% | 33.37%-16.5pp | 64.92%-48.0pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $601 | $3,454-82.6% | $5,630-89.3% | $4,299-86.0% |
| Admin fee / account holder | $4,064 | $7,999-49.2% | $15,900-74.4% | $6,924-41.3% |