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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 | $538,880 | $156,398+244.6% | $147,318+265.8% | $138,895+288.0% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 16.72% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,235 | $4,853-53.9% | $4,593-51.3% | $4,194-46.7% |
| Participant deferral / active EE | $1,679 | $8,237-79.6% | $7,906-78.8% | $6,396-73.8% |
| Admin fee / account holder | $2,734 | $14,976-81.7% | $13,708-80.1% | $12,562-78.2% |