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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 | $102,595+871.6% | $94,057+959.8% | $154,746+544.2% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 14.92% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $17,316 | $3,147+450.2% | $2,933+490.3% | $4,379+295.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,551 | $7,736-80.0% | $7,244-78.6% | $14,365-89.2% |