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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 | $375,374 | $150,447+149.5% | $136,298+175.4% | $147,586+154.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 26.25% | 1049.15%-1022.9pp | 5156.27%-5130.0pp | 578.59%-552.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,657 | $6,631+0.4% | $6,247+6.6% | $5,439+22.4% |
| Admin fee / account holder | $3,115 | $10,906-71.4% | $9,244-66.3% | $10,886-71.4% |