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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 | $996,804 | $157,829+531.6% | $136,867+628.3% | $198,609+401.9% |
| Participation rate | 44.4% | 77.2%-32.7pp | 74.5%-30.1pp | 82.4%-37.9pp |
| Annual return | 14.92% | 51.25%-36.3pp | 42.97%-28.1pp | 202.70%-187.8pp |
| Employer contribution / active EE | $17,316 | $3,923+341.4% | $3,547+388.2% | $5,055+242.5% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,551 | $11,107-86.0% | $10,340-85.0% | $19,030-91.9% |