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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 | $365,022 | $159,934+128.2% | $147,005+148.3% | $145,959+150.1% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 13.49% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $294 | $5,287-94.4% | $4,934-94.0% | $4,661-93.7% |
| Participant deferral / active EE | $4,040 | $8,427-52.1% | $8,070-49.9% | $6,689-39.6% |
| Admin fee / account holder | $452 | $15,053-97.0% | $13,006-96.5% | $13,398-96.6% |