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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 | $719,721 | $107,368+570.3% | $92,915+674.6% | $152,909+370.7% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 17.48% | 145.64%-128.2pp | 109.45%-92.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $4,923 | $4,222+16.6% | $3,653+34.7% | $4,764+3.3% |
| Participant deferral / active EE | $1,025 | $4,848-78.9% | $4,238-75.8% | $5,851-82.5% |
| Admin fee / account holder | $12,366 | $7,082+74.6% | $5,796+113.4% | $11,601+6.6% |