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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 | $314,799 | $110,337+185.3% | $102,383+207.5% | $145,877+115.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.83% | 24.83%-9.0pp | 24.94%-9.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,384 | $4,216-67.2% | $3,870-64.2% | $4,663-70.3% |
| Participant deferral / active EE | $1,384 | $5,621-75.4% | $5,060-72.6% | $6,691-79.3% |
| Admin fee / account holder | $420 | $9,750-95.7% | $8,391-95.0% | $13,402-96.9% |