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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 | $657,437 | $124,980+426.0% | $108,359+506.7% | $154,746+324.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 24.09% | 45.00%-20.9pp | 36.89%-12.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $780 | $2,851-72.6% | $2,399-67.5% | $4,379-82.2% |
| Participant deferral / active EE | $780 | $4,743-83.6% | $4,137-81.1% | $6,730-88.4% |
| Admin fee / account holder | $22,820 | $11,502+98.4% | $9,741+134.3% | $14,365+58.9% |