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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 | $287,326 | $111,878+156.8% | $93,727+206.6% | $145,897+96.9% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.0pp | 80.3%-63.6pp |
| Annual return | 26.07% | 204.28%-178.2pp | 133.83%-107.8pp | 552.29%-526.2pp |
| Employer contribution / active EE | $661 | $3,092-78.6% | $2,421-72.7% | $4,663-85.8% |
| Participant deferral / active EE | $438 | $4,920-91.1% | $4,417-90.1% | $6,689-93.5% |
| Admin fee / account holder | $570 | $10,256-94.4% | $8,292-93.1% | $13,390-95.7% |