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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 | $210,698+443.7% | $178,014+543.5% | $145,959+684.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 780.50% | 386.27%+394.2pp | 294.80%+485.7pp | 561.95%+218.5pp |
| Employer contribution / active EE | $646 | $4,567-85.8% | $3,950-83.6% | $4,661-86.1% |
| Participant deferral / active EE | $646 | $6,958-90.7% | $6,276-89.7% | $6,689-90.3% |
| Admin fee / account holder | $3,508 | $12,016-70.8% | $10,362-66.1% | $13,398-73.8% |