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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 | $377,853 | $169,356+123.1% | $129,406+192.0% | $145,897+159.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 18.47% | 14418.62%-14400.1pp | 9468.18%-9449.7pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,990 | $4,987+100.3% | $4,167+139.7% | $6,689+49.3% |
| Admin fee / account holder | $3,094 | $9,915-68.8% | $7,689-59.8% | $13,390-76.9% |