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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 | $502,668 | $202,342+148.4% | $172,752+191.0% | $152,897+228.8% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 25.83% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $700 | $5,858-88.0% | $5,144-86.4% | $4,764-85.3% |
| Participant deferral / active EE | $3,600 | $5,948-39.5% | $5,198-30.7% | $5,851-38.5% |
| Admin fee / account holder | $4,372 | $17,111-74.4% | $13,955-68.7% | $11,599-62.3% |