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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 | $408,365 | $180,466+126.3% | $154,114+165.0% | $135,382+201.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.70% | 888.15%-896.9pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $850 | $6,035-85.9% | $5,298-84.0% | $4,779-82.2% |
| Participant deferral / active EE | $11,987 | $5,806+106.4% | $5,081+135.9% | $5,609+113.7% |
| Admin fee / account holder | $17,065 | $16,144+5.7% | $13,411+27.2% | $10,829+57.6% |