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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 | $685,814 | $171,492+299.9% | $150,734+355.0% | $198,609+245.3% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 10.99% | 804.70%-793.7pp | 600.81%-589.8pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,170 | $5,470-78.6% | $4,918-76.2% | $5,055-76.9% |
| Participant deferral / active EE | $6,764 | $6,259+8.1% | $5,610+20.6% | $6,977-3.1% |
| Admin fee / account holder | $163,817 | $17,628+829.3% | $14,905+999.0% | $19,030+760.8% |