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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 | $553,341 | $110,039+402.9% | $97,260+468.9% | $145,884+279.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 13.26% | 244.44%-231.2pp | 75.54%-62.3pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $580 | $4,674-87.6% | $4,262-86.4% | $6,690-91.3% |
| Admin fee / account holder | $63,288 | $6,204+920.2% | $5,640+1022.2% | $13,392+372.6% |