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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 | $536,902 | $254,759+110.7% | $216,567+147.9% | $198,609+170.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 14.43% | 10.04%+4.4pp | 12.94%+1.5pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,161 | $6,948-83.3% | $6,191-81.3% | $6,977-83.4% |
| Admin fee / account holder | $17,179 | $26,311-34.7% | $21,981-21.8% | $19,030-9.7% |