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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 | $292,049 | $227,399+28.4% | $189,758+53.9% | $198,609+47.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 16.95% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,892 | $5,526-65.8% | $4,767-60.3% | $5,055-62.6% |
| Participant deferral / active EE | $2,369 | $6,837-65.3% | $5,856-59.5% | $6,977-66.0% |
| Admin fee / account holder | $6,979 | $25,162-72.3% | $20,388-65.8% | $19,030-63.3% |