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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 | $181,062+200.1% | $158,223+243.4% | $155,188+250.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 18.23% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,140 | $4,565-75.0% | $4,109-72.3% | $4,248-73.2% |
| Participant deferral / active EE | $1,209 | $6,134-80.3% | $5,467-77.9% | $6,531-81.5% |
| Admin fee / account holder | $8,087 | $18,825-57.0% | $16,047-49.6% | $14,480-44.2% |