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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 | $386,237 | $63,342+509.8% | $92,236+318.8% | $70,131+450.7% |
| Participation rate | 21.1% | 68.7%-47.6pp | 76.5%-55.4pp | 69.5%-48.5pp |
| Annual return | 48.91% | 530.15%-481.2pp | 176.29%-127.4pp | 73.14%-24.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $956 | $2,854-66.5% | $3,897-75.5% | $3,332-71.3% |
| Admin fee / account holder | $693 | $3,840-81.9% | $5,194-86.7% | $4,645-85.1% |