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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 | $881,883 | $217,432+305.6% | $185,851+374.5% | $167,553+426.3% |
| Participation rate | 16.7% | 86.1%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 21.41% | 148.43%-127.0pp | 122.11%-100.7pp | 478.89%-457.5pp |
| Employer contribution / active EE | $899 | $5,874-84.7% | $5,168-82.6% | $4,840-81.4% |
| Participant deferral / active EE | $3,598 | $6,357-43.4% | $5,569-35.4% | $6,343-43.3% |
| Admin fee / account holder | $15,265 | $19,820-23.0% | $16,245-6.0% | $12,316+23.9% |