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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 | $524,052 | $209,336+150.3% | $197,124+165.8% | $137,256+281.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.63% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $905 | $6,591-86.3% | $6,227-85.5% | $4,156-78.2% |
| Participant deferral / active EE | $5,563 | $9,614-42.1% | $9,135-39.1% | $6,407-13.2% |
| Admin fee / account holder | $2,911 | $17,308-83.2% | $16,298-82.1% | $12,270-76.3% |