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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 | $431,111 | $176,077+144.8% | $159,455+170.4% | $167,518+157.4% |
| Participation rate | 11.1% | 84.9%-73.8pp | 82.8%-71.7pp | 82.1%-71.0pp |
| Annual return | 20.43% | 331.83%-311.4pp | 263.63%-243.2pp | 478.71%-458.3pp |
| Employer contribution / active EE | $858 | $5,298-83.8% | $4,830-82.2% | $4,838-82.3% |
| Participant deferral / active EE | $3,213 | $7,751-58.5% | $7,353-56.3% | $6,342-49.3% |
| Admin fee / account holder | $1,330 | $12,556-89.4% | $10,800-87.7% | $12,312-89.2% |