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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 | $400,151 | $196,972+103.2% | $182,262+119.5% | $198,609+101.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 13.49% | 158.27%-144.8pp | 140.60%-127.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $26,175 | $5,364+388.0% | $5,046+418.8% | $5,055+417.8% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,112 | $18,429-66.8% | $16,712-63.4% | $19,030-67.9% |