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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 | $160,040+128.1% | $147,096+148.2% | $145,877+150.2% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 13.49% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $294 | $5,289-94.4% | $4,936-94.0% | $4,663-93.7% |
| Participant deferral / active EE | $4,040 | $8,429-52.1% | $8,071-49.9% | $6,691-39.6% |
| Admin fee / account holder | $452 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |