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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 | $557,951 | $125,184+345.7% | $105,607+428.3% | $145,884+282.5% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 18.68% | 225.00%-206.3pp | 116.11%-97.4pp | 551.85%-533.2pp |
| Employer contribution / active EE | $616 | $3,720-83.4% | $3,167-80.5% | $4,662-86.8% |
| Participant deferral / active EE | $6,100 | $5,714+6.8% | $5,011+21.7% | $6,690-8.8% |
| Admin fee / account holder | $4,095 | $17,133-76.1% | $10,958-62.6% | $13,392-69.4% |