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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 | $264,429 | $106,918+147.3% | $84,021+214.7% | $152,897+72.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 23.28% | 105.01%-81.7pp | 71.32%-48.0pp | 345.43%-322.2pp |
| Employer contribution / active EE | $8,685 | $2,735+217.5% | $1,984+337.8% | $4,764+82.3% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26,913 | $8,288+224.7% | $6,102+341.1% | $11,599+132.0% |