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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 | $181,062+291.5% | $158,223+348.0% | $155,188+356.7% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 18.50% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $545 | $4,565-88.1% | $4,109-86.7% | $4,248-87.2% |
| Participant deferral / active EE | $8,211 | $6,134+33.8% | $5,467+50.2% | $6,531+25.7% |
| Admin fee / account holder | $4,234 | $18,825-77.5% | $16,047-73.6% | $14,480-70.8% |