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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 | $358,298 | $209,422+71.1% | $178,503+100.7% | $158,982+125.4% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 25.38% | 188.81%-163.4pp | 151.12%-125.7pp | 302.99%-277.6pp |
| Employer contribution / active EE | $433 | $5,707-92.4% | $5,011-91.4% | $4,763-90.9% |
| Participant deferral / active EE | $3,025 | $5,955-49.2% | $5,202-41.9% | $5,983-49.5% |
| Admin fee / account holder | $4,530 | $17,079-73.5% | $13,987-67.6% | $11,252-59.7% |