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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 | $460,442 | $217,432+111.8% | $185,849+147.8% | $167,536+174.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.95% | 148.42%-138.5pp | 122.10%-112.2pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,536 | $5,875-73.8% | $5,169-70.3% | $4,839-68.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $56,169 | $19,818+183.4% | $16,244+245.8% | $12,315+356.1% |