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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 | $487,788 | $166,089+193.7% | $164,928+195.8% | $145,978+234.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.19% | 100.26%-91.1pp | 70.08%-60.9pp | 550.52%-541.3pp |
| Employer contribution / active EE | $466 | $5,276-91.2% | $4,343-89.3% | $4,662-90.0% |
| Participant deferral / active EE | $10,189 | $6,961+46.4% | $6,034+68.9% | $6,690+52.3% |
| Admin fee / account holder | $5,432 | $16,641-67.4% | $12,684-57.2% | $13,400-59.5% |