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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 | $742,290 | $209,422+254.4% | $178,503+315.8% | $158,982+366.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 86.62% | 188.81%-102.2pp | 151.12%-64.5pp | 302.99%-216.4pp |
| Employer contribution / active EE | $434 | $5,707-92.4% | $5,011-91.3% | $4,763-90.9% |
| Participant deferral / active EE | $5,533 | $5,955-7.1% | $5,202+6.4% | $5,983-7.5% |
| Admin fee / account holder | $545 | $17,079-96.8% | $13,987-96.1% | $11,252-95.2% |