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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 | $301,575 | $180,749+66.8% | $160,784+87.6% | $137,256+119.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.06% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $311 | $4,155-92.5% | $3,733-91.7% | $4,156-92.5% |
| Participant deferral / active EE | $3,443 | $6,844-49.7% | $6,293-45.3% | $6,407-46.3% |
| Admin fee / account holder | $6,677 | $10,397-35.8% | $9,717-31.3% | $12,270-45.6% |