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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 | $273,516 | $160,070+70.9% | $147,117+85.9% | $145,897+87.5% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 14.60% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $9,627 | $5,285+82.2% | $4,932+95.2% | $4,663+106.5% |
| Participant deferral / active EE | $2,316 | $8,419-72.5% | $8,065-71.3% | $6,689-65.4% |
| Admin fee / account holder | $4,689 | $15,035-68.8% | $12,993-63.9% | $13,390-65.0% |