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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 | $1,024,893 | $111,830+816.5% | $93,696+993.8% | $145,884+602.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.39% | 204.08%-190.7pp | 133.74%-120.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $312 | $3,093-89.9% | $2,422-87.1% | $4,662-93.3% |
| Participant deferral / active EE | $1,200 | $4,920-75.6% | $4,417-72.8% | $6,690-82.1% |
| Admin fee / account holder | $2,409 | $10,249-76.5% | $8,287-70.9% | $13,392-82.0% |