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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 | $342,726 | $150,447+127.8% | $136,298+151.5% | $147,586+132.2% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.78% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $948 | $5,256-82.0% | $4,696-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $1,744 | $6,631-73.7% | $6,247-72.1% | $5,439-67.9% |
| Admin fee / account holder | $655 | $10,906-94.0% | $9,244-92.9% | $10,886-94.0% |