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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 | $322,951 | $160,028+101.8% | $147,080+119.6% | $145,884+121.4% |
| Participation rate | 21.7% | 84.0%-62.3pp | 82.2%-60.4pp | 80.3%-58.6pp |
| Annual return | 19.69% | 98.60%-78.9pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,765 | $8,422-79.0% | $8,066-78.1% | $6,690-73.6% |
| Admin fee / account holder | $22,053 | $15,030+46.7% | $12,989+69.8% | $13,392+64.7% |