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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 | $538,880 | $154,228+249.4% | $145,433+270.5% | $137,256+292.6% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 16.72% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,235 | $4,804-53.5% | $4,554-50.9% | $4,156-46.2% |
| Participant deferral / active EE | $1,679 | $8,216-79.6% | $7,897-78.7% | $6,407-73.8% |
| Admin fee / account holder | $2,734 | $14,344-80.9% | $13,129-79.2% | $12,270-77.7% |