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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 | $277,710 | $210,343+32.0% | $153,432+81.0% | $145,959+90.3% |
| Participation rate | 52.9% | 82.1%-29.2pp | 77.1%-24.1pp | 80.3%-27.3pp |
| Annual return | 17.34% | 13.38%+4.0pp | 15.66%+1.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,859 | $7,977-76.7% | $6,757-72.5% | $6,689-72.2% |
| Admin fee / account holder | $25,838 | $19,424+33.0% | $12,725+103.1% | $13,398+92.9% |