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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 | $799,015 | $148,623+437.6% | $135,974+487.6% | $139,466+472.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 25.04% | 79.30%-54.3pp | 68.30%-43.3pp | 373.66%-348.6pp |
| Employer contribution / active EE | $500 | $5,246-90.5% | $4,859-89.7% | $4,754-89.5% |
| Participant deferral / active EE | $16,372 | $8,103+102.1% | $7,760+111.0% | $6,712+143.9% |
| Admin fee / account holder | $1,350 | $12,406-89.1% | $10,767-87.5% | $11,409-88.2% |