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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 | $293,905 | $180,459+62.9% | $154,108+90.7% | $135,380+117.1% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -1.56% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $1,245 | $6,035-79.4% | $5,298-76.5% | $4,779-74.0% |
| Participant deferral / active EE | $3,440 | $5,806-40.8% | $5,081-32.3% | $5,609-38.7% |
| Admin fee / account holder | $20,000 | $16,145+23.9% | $13,411+49.1% | $10,828+84.7% |