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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 | $355,899 | $105,158+238.4% | $94,672+275.9% | $139,487+155.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 20.94% | 38.11%-17.2pp | 156.89%-135.9pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,178 | $4,107-71.3% | $3,673-67.9% | $4,755-75.2% |
| Participant deferral / active EE | $1,564 | $7,599-79.4% | $7,417-78.9% | $6,713-76.7% |
| Admin fee / account holder | $1,157 | $8,972-87.1% | $7,222-84.0% | $11,407-89.9% |