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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 | $489,437 | $107,368+355.8% | $92,915+426.8% | $152,909+220.1% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 197.82% | 145.64%+52.2pp | 109.45%+88.4pp | 345.46%-147.6pp |
| Employer contribution / active EE | $537 | $4,222-87.3% | $3,653-85.3% | $4,764-88.7% |
| Participant deferral / active EE | $3,571 | $4,848-26.3% | $4,238-15.7% | $5,851-39.0% |
| Admin fee / account holder | $638 | $7,082-91.0% | $5,796-89.0% | $11,601-94.5% |