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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 | $268,318 | $150,445+78.3% | $136,297+96.9% | $147,585+81.8% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 18.43% | 1049.14%-1030.7pp | 5156.16%-5137.7pp | 578.57%-560.1pp |
| Employer contribution / active EE | $602 | $5,256-88.5% | $4,696-87.2% | $4,876-87.6% |
| Participant deferral / active EE | $6,747 | $6,631+1.8% | $6,247+8.0% | $5,439+24.1% |
| Admin fee / account holder | $577 | $10,906-94.7% | $9,244-93.8% | $10,885-94.7% |