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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 | $97,289+406.4% | $92,805+430.9% | $155,188+217.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 14.54% | 29.03%-14.5pp | 31.59%-17.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,665 | $3,632-54.2% | $3,424-51.4% | $4,248-60.8% |
| Participant deferral / active EE | $2,081 | $8,795-76.3% | $8,448-75.4% | $6,531-68.1% |
| Admin fee / account holder | $1,265 | $12,015-89.5% | $10,911-88.4% | $14,480-91.3% |