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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 | $341,098 | $88,754+284.3% | $81,820+316.9% | $145,877+133.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 9.88% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $299 | $3,085-90.3% | $2,915-89.7% | $4,663-93.6% |
| Participant deferral / active EE | $3,089 | $4,648-33.5% | $4,323-28.5% | $6,691-53.8% |
| Admin fee / account holder | $1,472 | $8,424-82.5% | $7,391-80.1% | $13,402-89.0% |