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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 | $398,782 | $180,466+121.0% | $154,114+158.8% | $135,382+194.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 3.07% | 888.15%-885.1pp | 735.16%-732.1pp | 519.77%-516.7pp |
| Employer contribution / active EE | $499 | $6,035-91.7% | $5,298-90.6% | $4,779-89.6% |
| Participant deferral / active EE | $8,190 | $5,806+41.1% | $5,081+61.2% | $5,609+46.0% |
| Admin fee / account holder | $6,337 | $16,144-60.7% | $13,411-52.7% | $10,829-41.5% |