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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 | $1,138,556 | $209,336+443.9% | $197,124+477.6% | $137,256+729.5% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 91.37% | 48.09%+43.3pp | 44.34%+47.0pp | 220.34%-129.0pp |
| Employer contribution / active EE | $1,496 | $6,591-77.3% | $6,227-76.0% | $4,156-64.0% |
| Participant deferral / active EE | $1,773 | $9,614-81.6% | $9,135-80.6% | $6,407-72.3% |
| Admin fee / account holder | $15,392 | $17,308-11.1% | $16,298-5.6% | $12,270+25.4% |