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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 | $267,634 | $209,422+27.8% | $178,503+49.9% | $158,982+68.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.91% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $24,620 | $5,707+331.4% | $5,011+391.3% | $4,763+416.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,178 | $17,079-87.2% | $13,987-84.4% | $11,252-80.6% |