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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 | $458,968 | $160,040+186.8% | $147,096+212.0% | $145,877+214.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 18.05% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,424 | $5,289-73.1% | $4,936-71.1% | $4,663-69.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,089 | $15,050-59.5% | $13,005-53.2% | $13,402-54.6% |