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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 | $375,386 | $150,447+149.5% | $136,298+175.4% | $147,586+154.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.61% | 1049.15%-1035.5pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $700 | $5,256-86.7% | $4,696-85.1% | $4,876-85.6% |
| Participant deferral / active EE | $18,667 | $6,631+181.5% | $6,247+198.8% | $5,439+243.2% |
| Admin fee / account holder | $22,351 | $10,906+104.9% | $9,244+141.8% | $10,886+105.3% |