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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 | $492,712 | $135,905+262.5% | $126,068+290.8% | $198,609+148.1% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 14.54% | 14.07%+0.5pp | 15.01%-0.5pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,665 | $4,245-60.8% | $3,968-58.0% | $5,055-67.1% |
| Participant deferral / active EE | $2,081 | $8,523-75.6% | $8,214-74.7% | $6,977-70.2% |
| Admin fee / account holder | $1,265 | $21,036-94.0% | $18,264-93.1% | $19,030-93.4% |