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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 | $394,847 | $117,895+234.9% | $102,460+285.4% | $145,897+170.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 11.46% | 31.92%-20.5pp | 29.47%-18.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $898 | $3,619-75.2% | $3,025-70.3% | $4,663-80.7% |
| Participant deferral / active EE | $1,576 | $5,736-72.5% | $5,056-68.8% | $6,689-76.4% |
| Admin fee / account holder | $30,057 | $13,353+125.1% | $9,460+217.7% | $13,390+124.5% |