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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 | $455,151 | $175,259+159.7% | $149,723+204.0% | $139,487+226.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.21% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.6pp |
| Employer contribution / active EE | $678 | $5,478-87.6% | $4,821-85.9% | $4,755-85.8% |
| Participant deferral / active EE | $10,347 | $6,522+58.7% | $5,682+82.1% | $6,713+54.1% |
| Admin fee / account holder | $3,329 | $16,158-79.4% | $13,215-74.8% | $11,407-70.8% |