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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 | $357,924 | $209,422+70.9% | $178,503+100.5% | $158,982+125.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.21% | 188.81%-173.6pp | 151.12%-135.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $39,685 | $5,707+595.4% | $5,011+691.9% | $4,763+733.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,805 | $17,079-7.5% | $13,987+13.0% | $11,252+40.5% |