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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 | $210,991+31.6% | $153,741+80.6% | $145,897+90.3% |
| Participation rate | 52.9% | 82.1%-29.2pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 17.34% | 13.46%+3.9pp | 15.71%+1.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,859 | $7,979-76.7% | $6,757-72.5% | $6,689-72.2% |
| Admin fee / account holder | $25,838 | $19,490+32.6% | $12,749+102.7% | $13,390+93.0% |