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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 | $254,759+25.2% | $216,567+47.3% | $198,609+60.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 14.78% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,466 | $6,096-76.0% | $5,216-71.9% | $5,055-71.0% |
| Participant deferral / active EE | $1,629 | $6,948-76.6% | $6,191-73.7% | $6,977-76.7% |
| Admin fee / account holder | $1,625 | $26,311-93.8% | $21,981-92.6% | $19,030-91.5% |