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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 | $1,054,020 | $159,934+559.0% | $147,005+617.0% | $145,959+622.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.33% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $889 | $5,287-83.2% | $4,934-82.0% | $4,661-80.9% |
| Participant deferral / active EE | $5,302 | $8,427-37.1% | $8,070-34.3% | $6,689-20.7% |
| Admin fee / account holder | $632,938 | $15,053+4104.6% | $13,006+4766.4% | $13,398+4624.2% |