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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 | $742,781 | $106,280+598.9% | $96,538+669.4% | $139,487+432.5% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 50.22% | 38.48%+11.7pp | 35.74%+14.5pp | 373.84%-323.6pp |
| Employer contribution / active EE | $649 | $4,107-84.2% | $3,740-82.7% | $4,755-86.4% |
| Participant deferral / active EE | $2,154 | $5,457-60.5% | $4,880-55.9% | $6,713-67.9% |
| Admin fee / account holder | $575 | $7,888-92.7% | $6,737-91.5% | $11,407-95.0% |