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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 | $438,635 | $166,089+164.1% | $164,928+166.0% | $145,978+200.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 11.57% | 100.26%-88.7pp | 70.08%-58.5pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,072 | $5,276-79.7% | $4,343-75.3% | $4,662-77.0% |
| Participant deferral / active EE | $5,300 | $6,961-23.9% | $6,034-12.2% | $6,690-20.8% |
| Admin fee / account holder | $3,771 | $16,641-77.3% | $12,684-70.3% | $13,400-71.9% |