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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 | $356,764 | $109,803+224.9% | $269,665+32.3% | $109,803+224.9% |
| Participation rate | 44.4% | 69.9%-25.5pp | 84.6%-40.2pp | 69.9%-25.5pp |
| Annual return | 11.56% | 11.69%-0.1pp | -13.58%+25.1pp | 11.69%-0.1pp |
| Employer contribution / active EE | $752 | $2,742-72.6% | $11,014-93.2% | $2,742-72.6% |
| Participant deferral / active EE | $1,555 | $3,982-60.9% | $5,717-72.8% | $3,982-60.9% |
| Admin fee / account holder | $21,394 | $9,505+125.1% | $41,925-49.0% | $9,505+125.1% |