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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 | $343,399 | $124,175+176.5% | $108,405+216.8% | $167,553+104.9% |
| Participation rate | 33.3% | 82.3%-49.0pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 17.54% | 1380.13%-1362.6pp | 905.55%-888.0pp | 478.89%-461.3pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $771 | $6,908-88.8% | $6,563-88.3% | $6,343-87.8% |
| Admin fee / account holder | $74,907 | $9,457+692.1% | $7,297+926.6% | $12,316+508.2% |