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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 | $430,381 | $102,595+319.5% | $94,057+357.6% | $154,746+178.1% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 22.49% | 583.42%-560.9pp | 480.62%-458.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $146 | $3,147-95.4% | $2,933-95.0% | $4,379-96.7% |
| Participant deferral / active EE | $7,761 | $5,118+51.6% | $4,709+64.8% | $6,730+15.3% |
| Admin fee / account holder | $9,439 | $7,736+22.0% | $7,244+30.3% | $14,365-34.3% |