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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 | $217,432+453.5% | $185,849+547.6% | $167,536+618.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 12.18% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,349 | $5,875-60.0% | $5,169-54.5% | $4,839-51.5% |
| Participant deferral / active EE | $1,728 | $6,357-72.8% | $5,569-69.0% | $6,342-72.8% |
| Admin fee / account holder | $10,508 | $19,818-47.0% | $16,244-35.3% | $12,315-14.7% |