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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 | $387,458 | $217,432+78.2% | $185,851+108.5% | $167,553+131.2% |
| Participation rate | 46.2% | 86.1%-39.9pp | 81.7%-35.6pp | 82.1%-36.0pp |
| Annual return | 15.53% | 148.43%-132.9pp | 122.11%-106.6pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,129 | $5,874-80.8% | $5,168-78.2% | $4,840-76.7% |
| Participant deferral / active EE | $4,043 | $6,357-36.4% | $5,569-27.4% | $6,343-36.3% |
| Admin fee / account holder | $10,764 | $19,820-45.7% | $16,245-33.7% | $12,316-12.6% |