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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 | $447,553 | $176,786+153.2% | $146,643+205.2% | $167,536+167.1% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.6pp |
| Annual return | 52.90% | 24.04%+28.9pp | 22.75%+30.2pp | 478.82%-425.9pp |
| Employer contribution / active EE | $3,518 | $5,161-31.8% | $4,137-15.0% | $4,839-27.3% |
| Participant deferral / active EE | $524 | $6,440-91.9% | $5,506-90.5% | $6,342-91.7% |
| Admin fee / account holder | $4,293 | $13,262-67.6% | $10,280-58.2% | $12,315-65.1% |