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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 | $160,070+99.7% | $147,117+117.3% | $145,897+119.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 15.25% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,576 | $5,285-70.2% | $4,932-68.1% | $4,663-66.2% |
| Participant deferral / active EE | $2,482 | $8,419-70.5% | $8,065-69.2% | $6,689-62.9% |
| Admin fee / account holder | $32,116 | $15,035+113.6% | $12,993+147.2% | $13,390+139.8% |