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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 | $302,828 | $160,028+89.2% | $147,080+105.9% | $145,884+107.6% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 22.96% | 98.60%-75.6pp | 420.17%-397.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $995 | $5,286-81.2% | $4,933-79.8% | $4,662-78.7% |
| Participant deferral / active EE | $5,082 | $8,422-39.7% | $8,066-37.0% | $6,690-24.0% |
| Admin fee / account holder | $25,119 | $15,030+67.1% | $12,989+93.4% | $13,392+87.6% |