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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 | $674,179 | $99,053+580.6% | $88,179+664.6% | $138,895+385.4% |
| Participation rate | 5.6% | 74.2%-68.7pp | 69.1%-63.6pp | 79.9%-74.4pp |
| Annual return | 15.08% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $166 | $2,882-94.3% | $2,549-93.5% | $4,194-96.1% |
| Participant deferral / active EE | $1,344 | $5,225-74.3% | $4,614-70.9% | $6,396-79.0% |
| Admin fee / account holder | $8,080 | $8,748-7.6% | $7,673+5.3% | $12,562-35.7% |