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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 | $1,254,799 | $154,228+713.6% | $145,433+762.8% | $137,256+814.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,627 | $4,804-66.1% | $4,554-64.3% | $4,156-60.9% |
| Participant deferral / active EE | $2,033 | $8,216-75.3% | $7,897-74.3% | $6,407-68.3% |
| Admin fee / account holder | $14,422 | $14,344+0.5% | $13,129+9.8% | $12,270+17.5% |