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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 | $102,595+148.5% | $94,057+171.1% | $154,746+64.8% |
| Participation rate | 52.2% | 76.0%-23.8pp | 73.3%-21.2pp | 80.7%-28.5pp |
| Annual return | 14.91% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,745 | $3,147+50.8% | $2,933+61.8% | $4,379+8.4% |
| Participant deferral / active EE | $332 | $5,118-93.5% | $4,709-93.0% | $6,730-95.1% |
| Admin fee / account holder | $2,714 | $7,736-64.9% | $7,244-62.5% | $14,365-81.1% |