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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 | $831,264 | $176,105+372.0% | $159,474+421.3% | $167,536+396.2% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 25.16% | 331.91%-306.8pp | 263.68%-238.5pp | 478.82%-453.7pp |
| Employer contribution / active EE | $1,070 | $5,299-79.8% | $4,831-77.9% | $4,839-77.9% |
| Participant deferral / active EE | $1,338 | $7,751-82.7% | $7,353-81.8% | $6,342-78.9% |
| Admin fee / account holder | $7,540 | $12,559-40.0% | $10,802-30.2% | $12,315-38.8% |