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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 | $1,145,510 | $211,288+442.2% | $178,540+541.6% | $145,884+685.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 780.50% | 30.27%+750.2pp | 27.15%+753.3pp | 551.85%+228.7pp |
| Employer contribution / active EE | $646 | $4,574-85.9% | $3,953-83.6% | $4,662-86.1% |
| Participant deferral / active EE | $646 | $6,967-90.7% | $6,281-89.7% | $6,690-90.3% |
| Admin fee / account holder | $3,508 | $12,105-71.0% | $10,424-66.3% | $13,392-73.8% |