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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 | $270,238 | $150,447+79.6% | $136,298+98.3% | $147,586+83.1% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 13.95% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $9 | $5,256-99.8% | $4,696-99.8% | $4,876-99.8% |
| Participant deferral / active EE | $6,679 | $6,631+0.7% | $6,247+6.9% | $5,439+22.8% |
| Admin fee / account holder | $3,132 | $10,906-71.3% | $9,244-66.1% | $10,886-71.2% |