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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 | $539,542 | $132,634+306.8% | $115,768+366.1% | $137,256+293.1% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.4%-21.5pp | 80.0%-27.0pp |
| Annual return | 12.57% | 160.70%-148.1pp | 100.46%-87.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,003 | $5,619-82.2% | $4,917-79.6% | $6,407-84.4% |
| Admin fee / account holder | $2,100 | $15,028-86.0% | $12,439-83.1% | $12,270-82.9% |