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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 | $306,287 | $156,963+95.1% | $121,204+152.7% | $139,466+119.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 28.70% | 1476.75%-1448.0pp | 987.18%-958.5pp | 373.66%-345.0pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,858 | $4,848+82.7% | $4,083+117.0% | $6,712+32.0% |
| Admin fee / account holder | $2,471 | $6,953-64.5% | $5,651-56.3% | $11,409-78.3% |