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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 | $202,463+117.0% | $169,397+159.4% | $139,487+215.0% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 21.85% | 532.64%-510.8pp | 406.23%-384.4pp | 373.84%-352.0pp |
| Employer contribution / active EE | $416 | $4,694-91.1% | $4,013-89.6% | $4,755-91.3% |
| Participant deferral / active EE | $5,816 | $6,941-16.2% | $6,223-6.5% | $6,713-13.4% |
| Admin fee / account holder | $211,250 | $10,726+1869.5% | $9,017+2242.7% | $11,407+1751.9% |