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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 | $317,570 | $135,645+134.1% | $110,243+188.1% | $135,380+134.6% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | 13.09% | 513.24%-500.2pp | 314.76%-301.7pp | 519.81%-506.7pp |
| Employer contribution / active EE | $4,889 | $4,907-0.4% | $3,827+27.8% | $4,779+2.3% |
| Participant deferral / active EE | $285 | $5,507-94.8% | $4,672-93.9% | $5,609-94.9% |
| Admin fee / account holder | $5,245 | $11,458-54.2% | $8,548-38.6% | $10,828-51.6% |