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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 | $1,126,772 | $176,120+539.8% | $159,487+606.5% | $167,553+572.5% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 12.91% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $15,969 | $5,299+201.3% | $4,831+230.5% | $4,840+230.0% |
| Participant deferral / active EE | $780 | $7,752-89.9% | $7,354-89.4% | $6,343-87.7% |
| Admin fee / account holder | $4,759 | $12,561-62.1% | $10,804-56.0% | $12,316-61.4% |