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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 | $297,988 | $129,737+129.7% | $119,126+150.1% | $154,746+92.6% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 24.83% | 379.08%-354.3pp | 282.11%-257.3pp | 172.34%-147.5pp |
| Employer contribution / active EE | $15,544 | $4,375+255.3% | $4,034+285.4% | $4,379+255.0% |
| Participant deferral / active EE | $426 | $5,842-92.7% | $5,318-92.0% | $6,730-93.7% |
| Admin fee / account holder | $5,273 | $11,961-55.9% | $10,693-50.7% | $14,365-63.3% |