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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 | $532,403 | $175,257+203.8% | $149,717+255.6% | $139,456+281.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.25% | 166.70%-140.4pp | 134.41%-108.2pp | 373.45%-347.2pp |
| Employer contribution / active EE | $823 | $5,477-85.0% | $4,820-82.9% | $4,753-82.7% |
| Participant deferral / active EE | $10,313 | $6,521+58.1% | $5,682+81.5% | $6,711+53.7% |
| Admin fee / account holder | $2,176 | $16,156-86.5% | $13,213-83.5% | $11,407-80.9% |