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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 | $646,124 | $202,326+219.3% | $172,745+274.0% | $152,870+322.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 21.14% | 1029.72%-1008.6pp | 802.90%-781.8pp | 345.34%-324.2pp |
| Employer contribution / active EE | $6,480 | $5,858+10.6% | $5,144+26.0% | $4,763+36.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $14,230 | $17,110-16.8% | $13,954+2.0% | $11,597+22.7% |