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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 | $746,823 | $160,040+366.6% | $147,096+407.7% | $145,877+412.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.09% | 98.49%-82.4pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $936 | $5,289-82.3% | $4,936-81.0% | $4,663-79.9% |
| Participant deferral / active EE | $11,887 | $8,429+41.0% | $8,071+47.3% | $6,691+77.7% |
| Admin fee / account holder | $1,914 | $15,050-87.3% | $13,005-85.3% | $13,402-85.7% |