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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 | $647,899 | $154,228+320.1% | $145,433+345.5% | $137,256+372.0% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $795 | $4,804-83.5% | $4,554-82.5% | $4,156-80.9% |
| Participant deferral / active EE | $2,855 | $8,216-65.3% | $7,897-63.9% | $6,407-55.4% |
| Admin fee / account holder | $3,750 | $14,344-73.9% | $13,129-71.4% | $12,270-69.4% |