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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 | $156,398+330.2% | $147,318+356.7% | $138,895+384.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.20% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $10,494 | $4,853+116.2% | $4,593+128.5% | $4,194+150.2% |
| Participant deferral / active EE | $457 | $8,237-94.5% | $7,906-94.2% | $6,396-92.9% |
| Admin fee / account holder | $22,891 | $14,976+52.9% | $13,708+67.0% | $12,562+82.2% |