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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 | $475,563 | $209,428+127.1% | $178,498+166.4% | $158,950+199.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.92% | 188.78%-173.9pp | 151.09%-136.2pp | 302.91%-288.0pp |
| Employer contribution / active EE | $1,013 | $5,707-82.3% | $5,011-79.8% | $4,762-78.7% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $2,942 | $17,077-82.8% | $13,985-79.0% | $11,248-73.8% |