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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 | $703,609 | $155,555+352.3% | $146,866+379.1% | $155,188+353.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 19.40% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.4pp |
| Employer contribution / active EE | $467 | $4,647-90.0% | $4,425-89.5% | $4,248-89.0% |
| Participant deferral / active EE | $10,333 | $8,044+28.5% | $7,759+33.2% | $6,531+58.2% |
| Admin fee / account holder | $2,239 | $14,755-84.8% | $13,620-83.6% | $14,480-84.5% |