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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 | $439,396 | $202,430+117.1% | $169,369+159.4% | $139,427+215.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 21.85% | 531.86%-510.0pp | 405.70%-383.9pp | 373.27%-351.4pp |
| Employer contribution / active EE | $416 | $4,690-91.1% | $4,011-89.6% | $4,752-91.2% |
| Participant deferral / active EE | $5,816 | $6,938-16.2% | $6,221-6.5% | $6,711-13.3% |
| Admin fee / account holder | $211,250 | $10,716+1871.3% | $9,009+2244.8% | $11,404+1752.4% |