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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 | $266,157 | $176,120+51.1% | $159,487+66.9% | $167,553+58.8% |
| Participation rate | 68.4% | 85.0%-16.5pp | 82.8%-14.4pp | 82.1%-13.7pp |
| Annual return | 16.73% | 331.95%-315.2pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,966 | $7,752-10.1% | $7,354-5.3% | $6,343+9.8% |
| Admin fee / account holder | $2,921 | $12,561-76.7% | $10,804-73.0% | $12,316-76.3% |