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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 | $940,024 | $217,427+332.3% | $185,837+405.8% | $167,518+461.1% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 18.33% | 148.39%-130.1pp | 122.08%-103.7pp | 478.71%-460.4pp |
| Employer contribution / active EE | $345 | $5,874-94.1% | $5,168-93.3% | $4,838-92.9% |
| Participant deferral / active EE | $3,243 | $6,357-49.0% | $5,568-41.8% | $6,342-48.9% |
| Admin fee / account holder | $6,397 | $19,816-67.7% | $16,241-60.6% | $12,312-48.0% |