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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 | $315,511 | $150,447+109.7% | $136,298+131.5% | $147,586+113.8% |
| Participation rate | 17.6% | 84.4%-66.8pp | 81.9%-64.3pp | 82.8%-65.2pp |
| Annual return | 15.41% | 1049.15%-1033.7pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $675 | $5,256-87.2% | $4,696-85.6% | $4,876-86.2% |
| Participant deferral / active EE | $3,517 | $6,631-47.0% | $6,247-43.7% | $5,439-35.3% |
| Admin fee / account holder | $7,562 | $10,906-30.7% | $9,244-18.2% | $10,886-30.5% |