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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 | $543,344 | $185,312+193.2% | $161,489+236.5% | $154,746+251.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.23% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,140 | $4,769-76.1% | $4,268-73.3% | $4,379-74.0% |
| Participant deferral / active EE | $1,209 | $6,350-81.0% | $5,630-78.5% | $6,730-82.0% |
| Admin fee / account holder | $8,087 | $18,654-56.7% | $16,006-49.5% | $14,365-43.7% |