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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 | $351,142 | $202,342+73.5% | $172,752+103.3% | $152,897+129.7% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 22.11% | 1029.83%-1007.7pp | 802.97%-780.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,102 | $5,858-81.2% | $5,144-78.6% | $4,764-76.9% |
| Participant deferral / active EE | $2,833 | $5,948-52.4% | $5,198-45.5% | $5,851-51.6% |
| Admin fee / account holder | $6,160 | $17,111-64.0% | $13,955-55.9% | $11,599-46.9% |