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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 | $397,707 | $198,457+100.4% | $170,435+133.3% | $147,586+169.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 25.13% | 257.30%-232.2pp | 205.94%-180.8pp | 578.59%-553.5pp |
| Employer contribution / active EE | $1,218 | $6,183-80.3% | $5,432-77.6% | $4,876-75.0% |
| Participant deferral / active EE | $3,672 | $5,629-34.8% | $4,939-25.7% | $5,439-32.5% |
| Admin fee / account holder | $2,150 | $16,852-87.2% | $13,881-84.5% | $10,886-80.2% |