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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 | $397,719 | $183,539+116.7% | $155,556+155.7% | $145,897+172.6% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 13.04% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,008 | $5,315-81.0% | $4,675-78.4% | $4,663-78.4% |
| Participant deferral / active EE | $7,799 | $6,467+20.6% | $5,631+38.5% | $6,689+16.6% |
| Admin fee / account holder | $394 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |