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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 | $1,170,228 | $181,062+546.3% | $158,223+639.6% | $155,188+654.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.28% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,798 | $4,565-16.8% | $4,109-7.6% | $4,248-10.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $62,475 | $18,825+231.9% | $16,047+289.3% | $14,480+331.5% |