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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 | $475,894 | $183,539+159.3% | $155,556+205.9% | $145,897+226.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 17.65% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,695 | $5,315-68.1% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $1,383 | $6,467-78.6% | $5,631-75.4% | $6,689-79.3% |
| Admin fee / account holder | $17,177 | $19,275-10.9% | $15,885+8.1% | $13,390+28.3% |