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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 | $1,045,803 | $156,398+568.7% | $147,318+609.9% | $138,895+652.9% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 20.51% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $908 | $4,853-81.3% | $4,593-80.2% | $4,194-78.4% |
| Participant deferral / active EE | $5,630 | $8,237-31.6% | $7,906-28.8% | $6,396-12.0% |
| Admin fee / account holder | $918 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |