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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 | $522,937 | $175,257+198.4% | $149,717+249.3% | $139,456+275.0% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.3pp |
| Annual return | 15.30% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $121 | $5,477-97.8% | $4,820-97.5% | $4,753-97.5% |
| Participant deferral / active EE | $2,328 | $6,521-64.3% | $5,682-59.0% | $6,711-65.3% |
| Admin fee / account holder | $2,813 | $16,156-82.6% | $13,213-78.7% | $11,407-75.3% |