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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 | $319,612 | $159,934+99.8% | $147,005+117.4% | $145,959+119.0% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 15.25% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,576 | $5,287-70.2% | $4,934-68.1% | $4,661-66.2% |
| Participant deferral / active EE | $2,482 | $8,427-70.5% | $8,070-69.2% | $6,689-62.9% |
| Admin fee / account holder | $32,116 | $15,053+113.3% | $13,006+146.9% | $13,398+139.7% |