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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 | $355,412 | $171,867+106.8% | $149,721+137.4% | $147,586+140.8% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | 17.70% | 2113.36%-2095.7pp | 1501.67%-1484.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $884 | $6,275-85.9% | $5,444-83.8% | $4,876-81.9% |
| Participant deferral / active EE | $4,123 | $7,270-43.3% | $6,568-37.2% | $5,439-24.2% |
| Admin fee / account holder | $5,845 | $13,799-57.6% | $11,282-48.2% | $10,886-46.3% |