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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 | $335,041 | $275,752+21.5% | $256,809+30.5% | $198,609+68.7% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 20.29% | 34.81%-14.5pp | 32.73%-12.4pp | 202.70%-182.4pp |
| Employer contribution / active EE | $2,811 | $7,721-63.6% | $7,263-61.3% | $5,055-44.4% |
| Participant deferral / active EE | $2,811 | $10,037-72.0% | $9,520-70.5% | $6,977-59.7% |
| Admin fee / account holder | $1,797 | $25,716-93.0% | $25,146-92.9% | $19,030-90.6% |