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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 | $286,535 | $171,492+67.1% | $150,734+90.1% | $198,609+44.3% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 11.46% | 804.70%-793.2pp | 600.81%-589.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $906 | $5,470-83.4% | $4,918-81.6% | $5,055-82.1% |
| Participant deferral / active EE | $5,200 | $6,259-16.9% | $5,610-7.3% | $6,977-25.5% |
| Admin fee / account holder | $2,112 | $17,628-88.0% | $14,905-85.8% | $19,030-88.9% |