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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 | $908,286 | $109,411+730.2% | $89,435+915.6% | $158,982+471.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 25.35% | 345.68%-320.3pp | 245.55%-220.2pp | 302.99%-277.6pp |
| Employer contribution / active EE | $17,947 | $3,173+465.7% | $2,587+593.7% | $4,763+276.8% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,667 | $6,159+154.4% | $4,884+220.7% | $11,252+39.2% |