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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 | $344,030 | $183,539+87.4% | $155,556+121.2% | $145,897+135.8% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 10.85% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,136 | $5,315-59.8% | $4,675-54.3% | $4,663-54.2% |
| Participant deferral / active EE | $6 | $6,467-99.9% | $5,631-99.9% | $6,689-99.9% |
| Admin fee / account holder | $6,601 | $19,275-65.8% | $15,885-58.4% | $13,390-50.7% |