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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 | $262,815 | $202,345+29.9% | $172,755+52.1% | $152,885+71.9% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 26.19% | 1029.77%-1003.6pp | 802.94%-776.7pp | 345.39%-319.2pp |
| Employer contribution / active EE | $1,290 | $5,858-78.0% | $5,144-74.9% | $4,763-72.9% |
| Participant deferral / active EE | $2,056 | $5,948-65.4% | $5,198-60.5% | $5,851-64.9% |
| Admin fee / account holder | $4,416 | $17,111-74.2% | $13,955-68.4% | $11,598-61.9% |