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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 | $336,632 | $183,539+83.4% | $155,556+116.4% | $145,897+130.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 13.54% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $441 | $5,315-91.7% | $4,675-90.6% | $4,663-90.5% |
| Participant deferral / active EE | $4,245 | $6,467-34.4% | $5,631-24.6% | $6,689-36.5% |
| Admin fee / account holder | $30,574 | $19,275+58.6% | $15,885+92.5% | $13,390+128.3% |