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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 | $886,836 | $108,911+714.3% | $100,392+783.4% | $145,884+507.9% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 25.62% | 58.23%-32.6pp | 49.45%-23.8pp | 551.85%-526.2pp |
| Employer contribution / active EE | $1,936 | $4,420-56.2% | $3,941-50.9% | $4,662-58.5% |
| Participant deferral / active EE | $1,936 | $8,459-77.1% | $8,090-76.1% | $6,690-71.1% |
| Admin fee / account holder | $9,457 | $9,698-2.5% | $7,904+19.6% | $13,392-29.4% |