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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 | $148,629+147.9% | $135,982+171.0% | $139,487+164.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.04% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,521 | $5,247-71.0% | $4,859-68.7% | $4,755-68.0% |
| Participant deferral / active EE | $2,281 | $8,102-71.8% | $7,760-70.6% | $6,713-66.0% |
| Admin fee / account holder | $3,068 | $12,406-75.3% | $10,767-71.5% | $11,407-73.1% |