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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 | $612,123 | $227,399+169.2% | $189,758+222.6% | $198,609+208.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 15.30% | 61.03%-45.7pp | 52.62%-37.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,359 | $5,526-75.4% | $4,767-71.5% | $5,055-73.1% |
| Participant deferral / active EE | $3,782 | $6,837-44.7% | $5,856-35.4% | $6,977-45.8% |
| Admin fee / account holder | $62,071 | $25,162+146.7% | $20,388+204.4% | $19,030+226.2% |