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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 | $272,459 | $160,040+70.2% | $147,096+85.2% | $145,877+86.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.34% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,160 | $5,289-78.1% | $4,936-76.5% | $4,663-75.1% |
| Participant deferral / active EE | $1,160 | $8,429-86.2% | $8,071-85.6% | $6,691-82.7% |
| Admin fee / account holder | $613 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |