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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 | $334,371 | $180,749+85.0% | $160,784+108.0% | $137,256+143.6% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 15.42% | 2234.46%-2219.0pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $295 | $4,155-92.9% | $3,733-92.1% | $4,156-92.9% |
| Participant deferral / active EE | $3,444 | $6,844-49.7% | $6,293-45.3% | $6,407-46.2% |
| Admin fee / account holder | $6,934 | $10,397-33.3% | $9,717-28.6% | $12,270-43.5% |