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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 | $428,441 | $107,368+299.0% | $92,915+361.1% | $152,909+180.2% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 23.00% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $702 | $4,222-83.4% | $3,653-80.8% | $4,764-85.3% |
| Participant deferral / active EE | $1,741 | $4,848-64.1% | $4,238-58.9% | $5,851-70.3% |
| Admin fee / account holder | $4,504 | $7,082-36.4% | $5,796-22.3% | $11,601-61.2% |