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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 | $345,753 | $154,228+124.2% | $145,433+137.7% | $137,256+151.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $857 | $4,804-82.2% | $4,554-81.2% | $4,156-79.4% |
| Participant deferral / active EE | $2,356 | $8,216-71.3% | $7,897-70.2% | $6,407-63.2% |
| Admin fee / account holder | $2,320 | $14,344-83.8% | $13,129-82.3% | $12,270-81.1% |