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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 | $271,815 | $107,363+153.2% | $92,909+192.6% | $152,897+77.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 16.86% | 145.63%-128.8pp | 109.44%-92.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $14,837 | $4,222+251.4% | $3,653+306.1% | $4,764+211.5% |
| Participant deferral / active EE | $168 | $4,848-96.5% | $4,238-96.0% | $5,851-97.1% |
| Admin fee / account holder | $3,000 | $7,082-57.6% | $5,795-48.2% | $11,599-74.1% |