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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 | $764,618 | $160,040+377.8% | $147,096+419.8% | $145,877+424.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.52% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $748 | $5,289-85.9% | $4,936-84.9% | $4,663-84.0% |
| Participant deferral / active EE | $10,163 | $8,429+20.6% | $8,071+25.9% | $6,691+51.9% |
| Admin fee / account holder | $70,237 | $15,050+366.7% | $13,005+440.1% | $13,402+424.1% |