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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 | $312,919 | $202,342+54.6% | $172,753+81.1% | $152,909+104.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 16.86% | 1029.88%-1013.0pp | 803.00%-786.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $857 | $5,857-85.4% | $5,144-83.3% | $4,764-82.0% |
| Participant deferral / active EE | $2,857 | $5,948-52.0% | $5,198-45.0% | $5,851-51.2% |
| Admin fee / account holder | $2,666 | $17,112-84.4% | $13,956-80.9% | $11,601-77.0% |