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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 | $529,040 | $217,432+143.3% | $185,851+184.7% | $167,553+215.7% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.8pp |
| Annual return | 13.91% | 148.43%-134.5pp | 122.11%-108.2pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $331 | $6,357-94.8% | $5,569-94.1% | $6,343-94.8% |
| Admin fee / account holder | $13,448 | $19,820-32.1% | $16,245-17.2% | $12,316+9.2% |