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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 | $580,230 | $198,462+192.4% | $170,439+240.4% | $147,585+293.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 15.25% | 257.30%-242.1pp | 205.94%-190.7pp | 578.58%-563.3pp |
| Employer contribution / active EE | $1,001 | $6,184-83.8% | $5,433-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $4,158 | $5,629-26.1% | $4,939-15.8% | $5,439-23.6% |
| Admin fee / account holder | $1,106 | $16,852-93.4% | $13,881-92.0% | $10,886-89.8% |