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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 | $584,158 | $160,070+264.9% | $147,117+297.1% | $145,897+300.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.95% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $825 | $5,285-84.4% | $4,932-83.3% | $4,663-82.3% |
| Participant deferral / active EE | $4,000 | $8,419-52.5% | $8,065-50.4% | $6,689-40.2% |
| Admin fee / account holder | $25,312 | $15,035+68.3% | $12,993+94.8% | $13,390+89.0% |