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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 | $368,513 | $148,558+148.1% | $135,925+171.1% | $139,427+164.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.04% | 79.22%-60.2pp | 68.25%-49.2pp | 373.27%-354.2pp |
| Employer contribution / active EE | $1,521 | $5,244-71.0% | $4,857-68.7% | $4,752-68.0% |
| Participant deferral / active EE | $2,281 | $8,101-71.8% | $7,759-70.6% | $6,711-66.0% |
| Admin fee / account holder | $3,068 | $12,401-75.3% | $10,764-71.5% | $11,404-73.1% |