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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 | $343,200 | $176,105+94.9% | $159,474+115.2% | $167,536+104.9% |
| Participation rate | 16.7% | 85.0%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 16.51% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $576 | $5,299-89.1% | $4,831-88.1% | $4,839-88.1% |
| Participant deferral / active EE | $4,333 | $7,751-44.1% | $7,353-41.1% | $6,342-31.7% |
| Admin fee / account holder | $3,438 | $12,559-72.6% | $10,802-68.2% | $12,315-72.1% |