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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 | $389,040 | $105,856+267.5% | $90,161+331.5% | $147,586+163.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 10.59% | 37.63%-27.0pp | 34.89%-24.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $23,833 | $4,126+477.6% | $3,318+618.3% | $4,876+388.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,425 | $8,046-57.4% | $5,943-42.4% | $10,886-68.5% |