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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 | $358,634 | $156,398+129.3% | $147,318+143.4% | $138,895+158.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 12.76% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,188 | $4,853-75.5% | $4,593-74.1% | $4,194-71.7% |
| Participant deferral / active EE | $2,179 | $8,237-73.5% | $7,906-72.4% | $6,396-65.9% |
| Admin fee / account holder | $2,022 | $14,976-86.5% | $13,708-85.2% | $12,562-83.9% |