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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 | $331,069 | $198,457+66.8% | $170,435+94.2% | $147,586+124.3% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 29.28% | 257.30%-228.0pp | 205.94%-176.7pp | 578.59%-549.3pp |
| Employer contribution / active EE | $1,294 | $6,183-79.1% | $5,432-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $4,790 | $5,629-14.9% | $4,939-3.0% | $5,439-11.9% |
| Admin fee / account holder | $4,697 | $16,852-72.1% | $13,881-66.2% | $10,886-56.9% |