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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 | $519,785 | $112,933+360.3% | $90,970+471.4% | $158,982+226.9% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 16.68% | 215.82%-199.1pp | 134.60%-117.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $382 | $2,893-86.8% | $2,122-82.0% | $4,763-92.0% |
| Participant deferral / active EE | $3,250 | $4,128-21.3% | $3,373-3.6% | $5,983-45.7% |
| Admin fee / account holder | $2,281 | $8,047-71.7% | $5,961-61.7% | $11,252-79.7% |