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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 | $471,702 | $160,070+194.7% | $147,117+220.6% | $145,897+223.3% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 12.48% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $749 | $5,285-85.8% | $4,932-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $2,722 | $8,419-67.7% | $8,065-66.3% | $6,689-59.3% |
| Admin fee / account holder | $1,442 | $15,035-90.4% | $12,993-88.9% | $13,390-89.2% |