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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 | $253,712 | $198,457+27.8% | $170,435+48.9% | $147,586+71.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 10.84% | 257.30%-246.5pp | 205.94%-195.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,103 | $6,183-82.2% | $5,432-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $3,412 | $5,629-39.4% | $4,939-30.9% | $5,439-37.3% |
| Admin fee / account holder | $3,387 | $16,852-79.9% | $13,881-75.6% | $10,886-68.9% |