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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 | $708,800 | $185,312+282.5% | $161,489+338.9% | $154,746+358.0% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 18.50% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $545 | $4,769-88.6% | $4,268-87.2% | $4,379-87.5% |
| Participant deferral / active EE | $8,211 | $6,350+29.3% | $5,630+45.8% | $6,730+22.0% |
| Admin fee / account holder | $4,234 | $18,654-77.3% | $16,006-73.5% | $14,365-70.5% |