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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 | $81,262+1063.8% | $155,602+507.8% | $80,911+1068.9% |
| Participation rate | 10.9% | 66.2%-55.4pp | 78.2%-67.3pp | 67.6%-56.8pp |
| Annual return | 16.91% | 33.34%-16.4pp | 64.81%-47.9pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $601 | $3,451-82.6% | $5,629-89.3% | $4,297-86.0% |
| Admin fee / account holder | $4,064 | $7,992-49.1% | $15,923-74.5% | $6,935-41.4% |