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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 | $791,939 | $159,934+395.2% | $147,005+438.7% | $145,959+442.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 19.82% | 98.24%-78.4pp | 418.76%-398.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $1,528 | $5,287-71.1% | $4,934-69.0% | $4,661-67.2% |
| Participant deferral / active EE | $1,749 | $8,427-79.2% | $8,070-78.3% | $6,689-73.9% |
| Admin fee / account holder | $3,132 | $15,053-79.2% | $13,006-75.9% | $13,398-76.6% |