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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 | $332,227 | $160,070+107.6% | $147,117+125.8% | $145,897+127.7% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 12.95% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $134 | $5,285-97.5% | $4,932-97.3% | $4,663-97.1% |
| Participant deferral / active EE | $3,667 | $8,419-56.4% | $8,065-54.5% | $6,689-45.2% |
| Admin fee / account holder | $6,228 | $15,035-58.6% | $12,993-52.1% | $13,390-53.5% |