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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 | $672,863 | $154,228+336.3% | $145,433+362.7% | $137,256+390.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $10,494 | $4,804+118.4% | $4,554+130.4% | $4,156+152.5% |
| Participant deferral / active EE | $457 | $8,216-94.4% | $7,897-94.2% | $6,407-92.9% |
| Admin fee / account holder | $22,891 | $14,344+59.6% | $13,129+74.4% | $12,270+86.6% |