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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 | $585,341 | $183,592+218.8% | $155,567+276.3% | $145,959+301.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.05% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $674 | $5,315-87.3% | $4,674-85.6% | $4,661-85.5% |
| Participant deferral / active EE | $9,617 | $6,464+48.8% | $5,628+70.9% | $6,689+43.8% |
| Admin fee / account holder | $465 | $19,318-97.6% | $15,916-97.1% | $13,398-96.5% |