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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 | $326,294 | $176,120+85.3% | $159,487+104.6% | $167,553+94.7% |
| Participation rate | 47.8% | 85.0%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 14.28% | 331.95%-317.7pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,666 | $5,299-68.6% | $4,831-65.5% | $4,840-65.6% |
| Participant deferral / active EE | $2,373 | $7,752-69.4% | $7,354-67.7% | $6,343-62.6% |
| Admin fee / account holder | $13,132 | $12,561+4.5% | $10,804+21.6% | $12,316+6.6% |