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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 | $590,440 | $154,228+282.8% | $145,433+306.0% | $137,256+330.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 18.26% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $728 | $4,804-84.8% | $4,554-84.0% | $4,156-82.5% |
| Participant deferral / active EE | $8,738 | $8,216+6.3% | $7,897+10.6% | $6,407+36.4% |
| Admin fee / account holder | $8,072 | $14,344-43.7% | $13,129-38.5% | $12,270-34.2% |