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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 | $783,507 | $172,111+355.2% | $150,298+421.3% | $137,256+470.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 133.13% | 69.37%+63.8pp | 62.79%+70.3pp | 220.34%-87.2pp |
| Employer contribution / active EE | $4,319 | $4,636-6.8% | $4,154+4.0% | $4,156+3.9% |
| Participant deferral / active EE | $437 | $6,166-92.9% | $5,453-92.0% | $6,407-93.2% |
| Admin fee / account holder | $4,538 | $16,471-72.5% | $14,116-67.9% | $12,270-63.0% |