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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 | $385,334 | $171,492+124.7% | $150,734+155.6% | $198,609+94.0% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 5.76% | 804.70%-798.9pp | 600.81%-595.0pp | 202.70%-196.9pp |
| Employer contribution / active EE | $68,345 | $5,470+1149.5% | $4,918+1289.6% | $5,055+1251.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,010 | $17,628-82.9% | $14,905-79.8% | $19,030-84.2% |