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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 | $467,129 | $96,388+384.6% | $80,627+479.4% | $139,466+234.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 13.76% | 1352.08%-1338.3pp | 936.76%-923.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $338 | $3,260-89.6% | $2,723-87.6% | $4,754-92.9% |
| Participant deferral / active EE | $10,000 | $5,224+91.4% | $4,443+125.1% | $6,712+49.0% |
| Admin fee / account holder | $5,295 | $6,603-19.8% | $5,381-1.6% | $11,409-53.6% |