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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $262,194 | $171,492+52.9% | $150,734+73.9% | $198,609+32.0% |
| Participation rate | 64.3% | 81.4%-17.1pp | 78.4%-14.2pp | 82.4%-18.1pp |
| Annual return | 11.62% | 804.70%-793.1pp | 600.81%-589.2pp | 202.70%-191.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,459 | $6,259-44.7% | $5,610-38.3% | $6,977-50.4% |
| Admin fee / account holder | $1,280 | $17,628-92.7% | $14,905-91.4% | $19,030-93.3% |