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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 | $425,855 | $183,592+132.0% | $155,574+173.7% | $145,877+191.9% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 18.68% | 61.37%-42.7pp | 64.87%-46.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $6,983 | $5,317+31.3% | $4,676+49.4% | $4,663+49.8% |
| Participant deferral / active EE | $1,575 | $6,466-75.6% | $5,629-72.0% | $6,691-76.5% |
| Admin fee / account holder | $14,666 | $19,316-24.1% | $15,914-7.8% | $13,402+9.4% |