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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 | $318,945 | $178,174+79.0% | $156,181+104.2% | $137,256+132.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.78% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,466 | $4,972-70.5% | $4,294-65.9% | $4,156-64.7% |
| Participant deferral / active EE | $1,629 | $6,888-76.4% | $6,132-73.4% | $6,407-74.6% |
| Admin fee / account holder | $1,625 | $17,404-90.7% | $14,586-88.9% | $12,270-86.8% |