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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 | $820,643 | $162,136+406.1% | $152,301+438.8% | $154,746+430.3% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 18.49% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $562 | $4,890-88.5% | $4,624-87.9% | $4,379-87.2% |
| Participant deferral / active EE | $7,037 | $8,341-15.6% | $8,004-12.1% | $6,730+4.6% |
| Admin fee / account holder | $76,951 | $15,759+388.3% | $14,398+434.5% | $14,365+435.7% |