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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 | $559,334 | $115,796+383.0% | $101,264+452.4% | $158,950+251.9% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 19.40% | 56.15%-36.7pp | 46.48%-27.1pp | 302.91%-283.5pp |
| Employer contribution / active EE | $87 | $4,175-97.9% | $3,660-97.6% | $4,762-98.2% |
| Participant deferral / active EE | $4,636 | $4,958-6.5% | $4,370+6.1% | $5,983-22.5% |
| Admin fee / account holder | $4,584 | $7,247-36.7% | $5,947-22.9% | $11,248-59.2% |