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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 | $330,584 | $202,342+63.4% | $172,753+91.4% | $152,909+116.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 14.95% | 1029.88%-1014.9pp | 803.00%-788.1pp | 345.46%-330.5pp |
| Employer contribution / active EE | $1,030 | $5,857-82.4% | $5,144-80.0% | $4,764-78.4% |
| Participant deferral / active EE | $11,358 | $5,948+90.9% | $5,198+118.5% | $5,851+94.1% |
| Admin fee / account holder | $13,169 | $17,112-23.0% | $13,956-5.6% | $11,601+13.5% |