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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 | $381,999 | $96,388+296.3% | $80,627+373.8% | $139,466+173.9% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 16.11% | 1352.08%-1336.0pp | 936.76%-920.6pp | 373.66%-357.6pp |
| Employer contribution / active EE | $437 | $3,260-86.6% | $2,723-83.9% | $4,754-90.8% |
| Participant deferral / active EE | $690 | $5,224-86.8% | $4,443-84.5% | $6,712-89.7% |
| Admin fee / account holder | $3,965 | $6,603-40.0% | $5,381-26.3% | $11,409-65.2% |