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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 | $254,977 | $72,071+253.8% | $68,368+272.9% | $137,256+85.8% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.0%-27.8pp |
| Annual return | 14.91% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,745 | $2,788+70.2% | $2,649+79.1% | $4,156+14.2% |
| Participant deferral / active EE | $332 | $4,410-92.5% | $4,123-91.9% | $6,407-94.8% |
| Admin fee / account holder | $2,714 | $5,336-49.1% | $5,150-47.3% | $12,270-77.9% |