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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 | $930,866 | $175,231+431.2% | $149,696+521.8% | $139,466+567.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.17% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $235 | $5,478-95.7% | $4,821-95.1% | $4,754-95.0% |
| Participant deferral / active EE | $2,991 | $6,521-54.1% | $5,682-47.4% | $6,712-55.4% |
| Admin fee / account holder | $45,248 | $16,155+180.1% | $13,212+242.5% | $11,409+296.6% |