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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 | $940,951 | $157,829+496.2% | $136,867+587.5% | $198,609+373.8% |
| Participation rate | 22.2% | 77.2%-55.0pp | 74.5%-52.3pp | 82.4%-60.2pp |
| Annual return | 10.88% | 51.25%-40.4pp | 42.97%-32.1pp | 202.70%-191.8pp |
| Employer contribution / active EE | $588 | $3,923-85.0% | $3,547-83.4% | $5,055-88.4% |
| Participant deferral / active EE | $6,667 | $5,463+22.0% | $4,924+35.4% | $6,977-4.4% |
| Admin fee / account holder | $15,654 | $11,107+40.9% | $10,340+51.4% | $19,030-17.7% |