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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 | $327,657 | $209,428+56.5% | $178,498+83.6% | $158,950+106.1% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 40.96% | 188.78%-147.8pp | 151.09%-110.1pp | 302.91%-262.0pp |
| Employer contribution / active EE | $260 | $5,707-95.4% | $5,011-94.8% | $4,762-94.5% |
| Participant deferral / active EE | $2,023 | $5,955-66.0% | $5,202-61.1% | $5,983-66.2% |
| Admin fee / account holder | $1,769 | $17,077-89.6% | $13,985-87.4% | $11,248-84.3% |