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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 | $317,020 | $159,978+98.2% | $147,041+115.6% | $145,978+117.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.12% | 98.36%-87.2pp | 419.21%-408.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $846 | $5,288-84.0% | $4,935-82.9% | $4,662-81.9% |
| Participant deferral / active EE | $3,173 | $8,429-62.4% | $8,071-60.7% | $6,690-52.6% |
| Admin fee / account holder | $1,450 | $15,053-90.4% | $13,006-88.9% | $13,400-89.2% |