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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 | $424,709 | $85,171+398.7% | $172,752+145.8% | $72,975+482.0% |
| Participation rate | 42.5% | 70.1%-27.6pp | 82.6%-40.1pp | 69.5%-27.0pp |
| Annual return | 19.27% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.7pp |
| Employer contribution / active EE | $11,503 | $3,324+246.1% | $5,144+123.6% | $2,440+371.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $33,644 | $5,880+472.2% | $13,955+141.1% | $5,124+556.6% |