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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 | $479,471 | $125,190+283.0% | $105,624+353.9% | $145,897+228.6% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.4pp |
| Annual return | 16.33% | 225.22%-208.9pp | 116.20%-99.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,458 | $5,716-74.5% | $5,013-70.9% | $6,689-78.2% |
| Admin fee / account holder | $4,026 | $17,138-76.5% | $10,961-63.3% | $13,390-69.9% |