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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 | $100,970+388.0% | $96,576+410.2% | $137,256+259.0% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 14.54% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,665 | $3,809-56.3% | $3,553-53.1% | $4,156-59.9% |
| Participant deferral / active EE | $2,081 | $8,286-74.9% | $7,956-73.8% | $6,407-67.5% |
| Admin fee / account holder | $1,265 | $11,312-88.8% | $11,381-88.9% | $12,270-89.7% |