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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 | $344,315 | $183,516+87.6% | $155,534+121.4% | $145,884+136.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.54% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,667 | $5,315-68.6% | $4,675-64.3% | $4,662-64.3% |
| Participant deferral / active EE | $1,667 | $6,467-74.2% | $5,630-70.4% | $6,690-75.1% |
| Admin fee / account holder | $3,168 | $19,293-83.6% | $15,900-80.1% | $13,392-76.3% |