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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 | $155,555+130.6% | $146,866+144.2% | $155,188+131.1% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 12.76% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,188 | $4,647-74.4% | $4,425-73.2% | $4,248-72.0% |
| Participant deferral / active EE | $2,179 | $8,044-72.9% | $7,759-71.9% | $6,531-66.6% |
| Admin fee / account holder | $2,022 | $14,755-86.3% | $13,620-85.2% | $14,480-86.0% |