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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 | $834,944 | $100,139+733.8% | $85,187+880.1% | $145,884+472.3% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 15.79% | 84.15%-68.4pp | 66.67%-50.9pp | 551.85%-536.1pp |
| Employer contribution / active EE | $249 | $3,238-92.3% | $2,732-90.9% | $4,662-94.7% |
| Participant deferral / active EE | $3,050 | $5,296-42.4% | $4,525-32.6% | $6,690-54.4% |
| Admin fee / account holder | $4,931 | $7,262-32.1% | $6,162-20.0% | $13,392-63.2% |