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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 | $421,278 | $107,353+292.4% | $92,903+353.5% | $152,885+175.6% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.5%-64.3pp |
| Annual return | 15.49% | 145.62%-130.1pp | 109.43%-93.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $876 | $4,222-79.2% | $3,653-76.0% | $4,763-81.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $568 | $7,081-92.0% | $5,795-90.2% | $11,598-95.1% |