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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 | $371,431 | $198,462+87.2% | $170,439+117.9% | $147,585+151.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 12.31% | 257.30%-245.0pp | 205.94%-193.6pp | 578.58%-566.3pp |
| Employer contribution / active EE | $1,072 | $6,184-82.7% | $5,433-80.3% | $4,876-78.0% |
| Participant deferral / active EE | $8,519 | $5,629+51.3% | $4,939+72.5% | $5,439+56.6% |
| Admin fee / account holder | $5,762 | $16,852-65.8% | $13,881-58.5% | $10,886-47.1% |