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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 | $388,205 | $174,379+122.6% | $152,093+155.2% | $138,895+179.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 11.29% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,250 | $4,652-73.1% | $4,175-70.1% | $4,194-70.2% |
| Participant deferral / active EE | $1,250 | $6,159-79.7% | $5,451-77.1% | $6,396-80.5% |
| Admin fee / account holder | $3,516 | $16,880-79.2% | $14,497-75.7% | $12,562-72.0% |