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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 | $510,449 | $110,379+362.5% | $102,412+398.4% | $145,884+249.9% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 11.63% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $535 | $4,216-87.3% | $3,870-86.2% | $4,662-88.5% |
| Participant deferral / active EE | $3,885 | $5,622-30.9% | $5,060-23.2% | $6,690-41.9% |
| Admin fee / account holder | $1,344 | $9,745-86.2% | $8,388-84.0% | $13,392-90.0% |