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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 | $269,085 | $166,268+61.8% | $165,100+63.0% | $145,897+84.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.38% | 100.52%-86.1pp | 70.21%-55.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,006 | $5,284-81.0% | $4,348-76.9% | $4,663-78.4% |
| Participant deferral / active EE | $4,266 | $6,964-38.7% | $6,035-29.3% | $6,689-36.2% |
| Admin fee / account holder | $5,343 | $16,659-67.9% | $12,696-57.9% | $13,390-60.1% |