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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 | $481,973 | $160,040+201.2% | $147,096+227.7% | $145,877+230.4% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 15.89% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $658 | $5,289-87.6% | $4,936-86.7% | $4,663-85.9% |
| Participant deferral / active EE | $5,083 | $8,429-39.7% | $8,071-37.0% | $6,691-24.0% |
| Admin fee / account holder | $4,433 | $15,050-70.5% | $13,005-65.9% | $13,402-66.9% |