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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 | $369,369 | $209,422+76.4% | $178,503+106.9% | $158,982+132.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 14.30% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.7pp |
| Employer contribution / active EE | $8,059 | $5,707+41.2% | $5,011+60.8% | $4,763+69.2% |
| Participant deferral / active EE | $1,950 | $5,955-67.3% | $5,202-62.5% | $5,983-67.4% |
| Admin fee / account holder | $1,754 | $17,079-89.7% | $13,987-87.5% | $11,252-84.4% |