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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 | $251,485 | $209,422+20.1% | $178,503+40.9% | $158,982+58.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 11.08% | 188.81%-177.7pp | 151.12%-140.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $798 | $5,707-86.0% | $5,011-84.1% | $4,763-83.2% |
| Participant deferral / active EE | $3,829 | $5,955-35.7% | $5,202-26.4% | $5,983-36.0% |
| Admin fee / account holder | $1,923 | $17,079-88.7% | $13,987-86.3% | $11,252-82.9% |