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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 | $318,082 | $96,419+229.9% | $80,648+294.4% | $139,487+128.0% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 20.83% | 1352.86%-1332.0pp | 937.21%-916.4pp | 373.84%-353.0pp |
| Employer contribution / active EE | $387 | $3,261-88.1% | $2,724-85.8% | $4,755-91.9% |
| Participant deferral / active EE | $7,500 | $5,225+43.5% | $4,443+68.8% | $6,713+11.7% |
| Admin fee / account holder | $819 | $6,605-87.6% | $5,382-84.8% | $11,407-92.8% |