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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 | $999,500 | $209,874+376.2% | $189,537+427.3% | $167,536+496.6% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 25.61% | 748.61%-723.0pp | 555.34%-529.7pp | 478.82%-453.2pp |
| Employer contribution / active EE | $1,148 | $6,913-83.4% | $6,161-81.4% | $4,839-76.3% |
| Participant deferral / active EE | $7,065 | $8,934-20.9% | $8,220-14.1% | $6,342+11.4% |
| Admin fee / account holder | $535 | $14,299-96.3% | $12,048-95.6% | $12,315-95.7% |