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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 | $554,797 | $202,342+174.2% | $172,753+221.2% | $152,909+262.8% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 28.02% | 1029.88%-1001.9pp | 803.00%-775.0pp | 345.46%-317.4pp |
| Employer contribution / active EE | $236 | $5,857-96.0% | $5,144-95.4% | $4,764-95.0% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,851-14.5% |
| Admin fee / account holder | $26,734 | $17,112+56.2% | $13,956+91.6% | $11,601+130.5% |