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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 | $447,917 | $166,268+169.4% | $165,100+171.3% | $145,897+207.0% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.9pp |
| Annual return | 20.39% | 100.52%-80.1pp | 70.21%-49.8pp | 552.29%-531.9pp |
| Employer contribution / active EE | $789 | $5,284-85.1% | $4,348-81.9% | $4,663-83.1% |
| Participant deferral / active EE | $3,298 | $6,964-52.6% | $6,035-45.4% | $6,689-50.7% |
| Admin fee / account holder | $5,000 | $16,659-70.0% | $12,696-60.6% | $13,390-62.7% |