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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 | $679,736 | $183,627+270.2% | $155,602+336.8% | $145,978+365.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 23.53% | 61.32%-37.8pp | 64.81%-41.3pp | 550.52%-527.0pp |
| Employer contribution / active EE | $538 | $5,316-89.9% | $4,675-88.5% | $4,662-88.5% |
| Participant deferral / active EE | $10,500 | $6,466+62.4% | $5,629+86.5% | $6,690+57.0% |
| Admin fee / account holder | $2,960 | $19,327-84.7% | $15,923-81.4% | $13,400-77.9% |