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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 | $183,627+218.8% | $155,602+276.2% | $145,978+301.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.05% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $674 | $5,316-87.3% | $4,675-85.6% | $4,662-85.5% |
| Participant deferral / active EE | $9,617 | $6,466+48.7% | $5,629+70.8% | $6,690+43.8% |
| Admin fee / account holder | $465 | $19,327-97.6% | $15,923-97.1% | $13,400-96.5% |