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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 | $554,310 | $76,407+625.5% | $150,298+268.8% | $82,448+572.3% |
| Participation rate | 7.7% | 66.4%-58.7pp | 77.8%-70.1pp | 68.1%-60.4pp |
| Annual return | 16.56% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,200 | $2,614-54.1% | $4,154-71.1% | $2,551-53.0% |
| Participant deferral / active EE | $611 | $3,214-81.0% | $5,453-88.8% | $4,139-85.2% |
| Admin fee / account holder | $12,971 | $6,352+104.2% | $14,116-8.1% | $7,234+79.3% |