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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 | $1,282,533 | $180,459+610.7% | $154,108+732.2% | $135,380+847.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 19.24% | 888.21%-869.0pp | 735.21%-716.0pp | 519.81%-500.6pp |
| Employer contribution / active EE | $30,428 | $6,035+404.2% | $5,298+474.4% | $4,779+536.7% |
| Participant deferral / active EE | $600 | $5,806-89.7% | $5,081-88.2% | $5,609-89.3% |
| Admin fee / account holder | $48,956 | $16,145+203.2% | $13,411+265.0% | $10,828+352.1% |