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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 | $448,765 | $125,190+258.5% | $105,624+324.9% | $145,897+207.6% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 8.84% | 225.22%-216.4pp | 116.20%-107.4pp | 552.29%-543.4pp |
| Employer contribution / active EE | $5,135 | $3,720+38.0% | $3,168+62.1% | $4,663+10.1% |
| Participant deferral / active EE | $1,454 | $5,716-74.6% | $5,013-71.0% | $6,689-78.3% |
| Admin fee / account holder | $623 | $17,138-96.4% | $10,961-94.3% | $13,390-95.3% |