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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 | $700,870 | $202,342+246.4% | $172,753+305.7% | $152,909+358.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.26% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,424 | $5,857-75.7% | $5,144-72.3% | $4,764-70.1% |
| Participant deferral / active EE | $1,713 | $5,948-71.2% | $5,198-67.1% | $5,851-70.7% |
| Admin fee / account holder | $1,529 | $17,112-91.1% | $13,956-89.0% | $11,601-86.8% |