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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 | $279,761 | $89,259+213.4% | $107,187+161.0% | $82,637+238.5% |
| Participation rate | 18.1% | 67.9%-49.9pp | 75.0%-56.9pp | 68.1%-50.0pp |
| Annual return | 17.24% | 21.02%-3.8pp | 204.55%-187.3pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,162 | $3,080-62.3% | $3,782-69.3% | $2,552-54.5% |
| Participant deferral / active EE | $1,313 | $4,037-67.5% | $5,096-74.2% | $4,126-68.2% |
| Admin fee / account holder | $5,024 | $7,381-31.9% | $9,162-45.2% | $7,339-31.5% |