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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 | $600,708 | $156,398+284.1% | $147,318+307.8% | $138,895+332.5% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 14.89% | 78.75%-63.9pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $256 | $4,853-94.7% | $4,593-94.4% | $4,194-93.9% |
| Participant deferral / active EE | $6,601 | $8,237-19.9% | $7,906-16.5% | $6,396+3.2% |
| Admin fee / account holder | $5,527 | $14,976-63.1% | $13,708-59.7% | $12,562-56.0% |