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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 | $856,500 | $198,457+331.6% | $170,435+402.5% | $147,586+480.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 13.70% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,076 | $6,183-82.6% | $5,432-80.2% | $4,876-77.9% |
| Participant deferral / active EE | $7,000 | $5,629+24.3% | $4,939+41.7% | $5,439+28.7% |
| Admin fee / account holder | $6,912 | $16,852-59.0% | $13,881-50.2% | $10,886-36.5% |