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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 | $156,398+349.9% | $147,318+377.6% | $138,895+406.6% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 19.40% | 78.75%-59.4pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $467 | $4,853-90.4% | $4,593-89.8% | $4,194-88.9% |
| Participant deferral / active EE | $10,333 | $8,237+25.4% | $7,906+30.7% | $6,396+61.6% |
| Admin fee / account holder | $2,239 | $14,976-85.0% | $13,708-83.7% | $12,562-82.2% |