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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 | $223,823+153.6% | $211,142+168.9% | $154,746+266.9% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 19.07% | 50.39%-31.3pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $55,200 | $6,787+713.4% | $6,442+756.9% | $4,379+1160.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $48,178 | $19,707+144.5% | $19,076+152.6% | $14,365+235.4% |