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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 | $590,904 | $183,539+222.0% | $155,556+279.9% | $145,897+305.0% |
| Participation rate | 13.3% | 82.7%-69.4pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 10.55% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $426 | $5,315-92.0% | $4,675-90.9% | $4,663-90.9% |
| Participant deferral / active EE | $2,158 | $6,467-66.6% | $5,631-61.7% | $6,689-67.7% |
| Admin fee / account holder | $4,050 | $19,275-79.0% | $15,885-74.5% | $13,390-69.8% |