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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 | $492,798 | $160,070+207.9% | $147,117+235.0% | $145,897+237.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.21% | 98.69%-77.5pp | 420.54%-399.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $417 | $5,285-92.1% | $4,932-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $6,891 | $8,419-18.2% | $8,065-14.6% | $6,689+3.0% |
| Admin fee / account holder | $5,618 | $15,035-62.6% | $12,993-56.8% | $13,390-58.0% |