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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 | $499,147 | $202,342+146.7% | $172,752+188.9% | $152,897+226.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 31.89% | 1029.83%-997.9pp | 802.97%-771.1pp | 345.43%-313.5pp |
| Employer contribution / active EE | $1,016 | $5,858-82.7% | $5,144-80.3% | $4,764-78.7% |
| Participant deferral / active EE | $4,682 | $5,948-21.3% | $5,198-9.9% | $5,851-20.0% |
| Admin fee / account holder | $3,152 | $17,111-81.6% | $13,955-77.4% | $11,599-72.8% |