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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 | $567,688 | $275,752+105.9% | $256,809+121.1% | $198,609+185.8% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 19.07% | 34.81%-15.7pp | 32.73%-13.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $55,200 | $7,721+615.0% | $7,263+660.0% | $5,055+991.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $48,178 | $25,716+87.3% | $25,146+91.6% | $19,030+153.2% |