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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 | $274,870 | $202,342+35.8% | $172,752+59.1% | $152,897+79.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 29.59% | 1029.83%-1000.2pp | 802.97%-773.4pp | 345.43%-315.8pp |
| Employer contribution / active EE | $1,177 | $5,858-79.9% | $5,144-77.1% | $4,764-75.3% |
| Participant deferral / active EE | $15,463 | $5,948+160.0% | $5,198+197.5% | $5,851+164.3% |
| Admin fee / account holder | $1,305 | $17,111-92.4% | $13,955-90.6% | $11,599-88.7% |