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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 | $411,170 | $159,978+157.0% | $147,041+179.6% | $145,978+181.7% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 26.97% | 98.36%-71.4pp | 419.21%-392.2pp | 550.52%-523.5pp |
| Employer contribution / active EE | $909 | $5,288-82.8% | $4,935-81.6% | $4,662-80.5% |
| Participant deferral / active EE | $4,722 | $8,429-44.0% | $8,071-41.5% | $6,690-29.4% |
| Admin fee / account holder | $2,623 | $15,053-82.6% | $13,006-79.8% | $13,400-80.4% |