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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 | $553,462 | $95,406+480.1% | $185,849+197.8% | $85,847+544.7% |
| Participation rate | 43.2% | 68.8%-25.5pp | 81.7%-38.5pp | 69.3%-26.1pp |
| Annual return | 13.50% | 23.59%-10.1pp | 122.10%-108.6pp | 318.61%-305.1pp |
| Employer contribution / active EE | $14,228 | $3,314+329.4% | $5,169+175.3% | $2,565+454.6% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,659 | $7,214-49.3% | $16,244-77.5% | $6,261-41.6% |