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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 | $580,069 | $183,516+216.1% | $155,534+273.0% | $145,884+297.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.23% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $346 | $5,315-93.5% | $4,675-92.6% | $4,662-92.6% |
| Participant deferral / active EE | $2,000 | $6,467-69.1% | $5,630-64.5% | $6,690-70.1% |
| Admin fee / account holder | $4,912 | $19,293-74.5% | $15,900-69.1% | $13,392-63.3% |