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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 | $1,152,823 | $217,432+430.2% | $185,851+520.3% | $167,553+588.0% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 10.59% | 148.43%-137.8pp | 122.11%-111.5pp | 478.89%-468.3pp |
| Employer contribution / active EE | $336 | $5,874-94.3% | $5,168-93.5% | $4,840-93.1% |
| Participant deferral / active EE | $10,820 | $6,357+70.2% | $5,569+94.3% | $6,343+70.6% |
| Admin fee / account holder | $9,253 | $19,820-53.3% | $16,245-43.0% | $12,316-24.9% |