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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 | $334,168 | $138,102+142.0% | $125,381+166.5% | $134,532+148.4% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | 1.48% | 750.73%-749.2pp | 572.31%-570.8pp | 418.27%-416.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,929 | $7,801-62.5% | $7,448-60.7% | $6,401-54.2% |
| Admin fee / account holder | $3,626 | $11,568-68.7% | $10,007-63.8% | $11,429-68.3% |