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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 | $290,923 | $84,741+243.3% | $75,731+284.2% | $167,553+73.6% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.8%-14.0pp | 82.1%-21.2pp |
| Annual return | 29.98% | 199.72%-169.7pp | 104.65%-74.7pp | 478.89%-448.9pp |
| Employer contribution / active EE | $251 | $3,230-92.2% | $2,743-90.8% | $4,840-94.8% |
| Participant deferral / active EE | $2,513 | $4,577-45.1% | $3,820-34.2% | $6,343-60.4% |
| Admin fee / account holder | $8,645 | $5,361+61.3% | $3,620+138.8% | $12,316-29.8% |