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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 | $642,004 | $183,592+249.7% | $155,574+312.7% | $145,877+340.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.19% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $149 | $5,317-97.2% | $4,676-96.8% | $4,663-96.8% |
| Participant deferral / active EE | $3,125 | $6,466-51.7% | $5,629-44.5% | $6,691-53.3% |
| Admin fee / account holder | $4,851 | $19,316-74.9% | $15,914-69.5% | $13,402-63.8% |