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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 | $548,722 | $125,237+338.1% | $105,608+419.6% | $145,877+276.2% |
| Participation rate | 18.8% | 77.7%-58.9pp | 75.3%-56.5pp | 80.3%-61.6pp |
| Annual return | 22.86% | 225.76%-202.9pp | 116.50%-93.6pp | 551.28%-528.4pp |
| Employer contribution / active EE | $475 | $3,720-87.2% | $3,167-85.0% | $4,663-89.8% |
| Participant deferral / active EE | $3,012 | $5,711-47.3% | $5,010-39.9% | $6,691-55.0% |
| Admin fee / account holder | $33,026 | $17,287+91.0% | $11,028+199.5% | $13,402+146.4% |