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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 | $281,812 | $154,193+82.8% | $130,045+116.7% | $139,466+102.1% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.5%-48.5pp | 80.3%-50.3pp |
| Annual return | 18.42% | 32.51%-14.1pp | -137.30%+155.7pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4 | $6,709-99.9% | $5,820-99.9% | $6,712-99.9% |
| Admin fee / account holder | $1,500 | $13,989-89.3% | $10,600-85.9% | $11,409-86.9% |