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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 | $483,269 | $133,998+260.7% | $112,263+330.5% | $134,545+259.2% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | 41.64% | 47.17%-5.5pp | 27.49%+14.2pp | 418.37%-376.7pp |
| Employer contribution / active EE | $600 | $4,040-85.1% | $3,636-83.5% | $4,742-87.3% |
| Participant deferral / active EE | $1,592 | $5,292-69.9% | $4,729-66.3% | $6,401-75.1% |
| Admin fee / account holder | $498 | $7,493-93.4% | $6,410-92.2% | $11,431-95.6% |