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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 | $287,326 | $111,785+157.0% | $93,669+206.7% | $145,877+97.0% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 26.07% | 203.79%-177.7pp | 133.59%-107.5pp | 551.28%-525.2pp |
| Employer contribution / active EE | $661 | $3,096-78.7% | $2,424-72.7% | $4,663-85.8% |
| Participant deferral / active EE | $438 | $4,919-91.1% | $4,416-90.1% | $6,691-93.5% |
| Admin fee / account holder | $570 | $10,256-94.4% | $8,291-93.1% | $13,402-95.7% |