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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 | $971,508 | $202,460+379.9% | $169,385+473.6% | $139,456+596.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 16.65% | 532.07%-515.4pp | 405.82%-389.2pp | 373.45%-356.8pp |
| Employer contribution / active EE | $25,460 | $4,691+442.7% | $4,012+534.6% | $4,753+435.7% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,151 | $10,719-89.3% | $9,011-87.2% | $11,407-89.9% |