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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 | $1,210,858 | $169,361+615.0% | $129,397+835.8% | $145,877+730.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 11.13% | 14395.54%-14384.4pp | 9453.98%-9442.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $44,667 | $5,542+706.0% | $4,154+975.2% | $4,663+857.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,785 | $9,903+8.9% | $7,679+40.5% | $13,402-19.5% |