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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 | $1,170,468 | $196,972+494.2% | $182,262+542.2% | $198,609+489.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 12.08% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $33,333 | $5,364+521.5% | $5,046+560.6% | $5,055+559.4% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,033 | $18,429-83.5% | $16,712-81.9% | $19,030-84.1% |