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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 | $636,845 | $183,592+246.9% | $155,567+309.4% | $145,959+336.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.83% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $12,000 | $5,315+125.8% | $4,674+156.7% | $4,661+157.5% |
| Participant deferral / active EE | $712 | $6,464-89.0% | $5,628-87.3% | $6,689-89.4% |
| Admin fee / account holder | $4,713 | $19,318-75.6% | $15,916-70.4% | $13,398-64.8% |