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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 | $659,405 | $209,422+214.9% | $178,503+269.4% | $158,982+314.8% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 13.70% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $994 | $5,707-82.6% | $5,011-80.2% | $4,763-79.1% |
| Participant deferral / active EE | $10,610 | $5,955+78.2% | $5,202+103.9% | $5,983+77.3% |
| Admin fee / account holder | $1,427 | $17,079-91.6% | $13,987-89.8% | $11,252-87.3% |