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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 | $731,274 | $185,312+294.6% | $161,489+352.8% | $154,746+372.6% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 13.89% | 103.84%-90.0pp | 89.72%-75.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $449 | $4,769-90.6% | $4,268-89.5% | $4,379-89.8% |
| Participant deferral / active EE | $3,094 | $6,350-51.3% | $5,630-45.0% | $6,730-54.0% |
| Admin fee / account holder | $6,883 | $18,654-63.1% | $16,006-57.0% | $14,365-52.1% |