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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 | $1,670,812 | $182,442+815.8% | $163,379+922.7% | $138,895+1102.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 17.81% | 72.74%-54.9pp | 63.41%-45.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $6,035 | $4,159+45.1% | $3,752+60.8% | $4,194+43.9% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,882 | $10,396-4.9% | $9,818+0.7% | $12,562-21.3% |