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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 | $459,473 | $93,345+392.2% | $119,126+285.7% | $87,485+425.2% |
| Participation rate | 10.3% | 68.7%-58.4pp | 75.8%-65.4pp | 68.9%-58.6pp |
| Annual return | 17.59% | 19.08%-1.5pp | 282.11%-264.5pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,548 | $4,099-62.2% | $5,318-70.9% | $4,274-63.8% |
| Admin fee / account holder | $20,898 | $8,039+160.0% | $10,693+95.4% | $7,775+168.8% |