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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 | $1,203,574 | $217,427+453.6% | $185,837+547.6% | $167,518+618.5% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 12.18% | 148.39%-136.2pp | 122.08%-109.9pp | 478.71%-466.5pp |
| Employer contribution / active EE | $2,349 | $5,874-60.0% | $5,168-54.5% | $4,838-51.4% |
| Participant deferral / active EE | $1,728 | $6,357-72.8% | $5,568-69.0% | $6,342-72.7% |
| Admin fee / account holder | $10,508 | $19,816-47.0% | $16,241-35.3% | $12,312-14.7% |