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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 | $968,204 | $211,239+358.3% | $178,528+442.3% | $145,877+563.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.72% | 30.22%-12.5pp | 27.11%-9.4pp | 551.28%-533.6pp |
| Employer contribution / active EE | $428 | $4,570-90.6% | $3,950-89.2% | $4,663-90.8% |
| Participant deferral / active EE | $7,625 | $6,963+9.5% | $6,278+21.4% | $6,691+14.0% |
| Admin fee / account holder | $5,149 | $12,095-57.4% | $10,419-50.6% | $13,402-61.6% |