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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 | $390,783 | $166,131+135.2% | $164,975+136.9% | $145,877+167.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 13.28% | 100.37%-87.1pp | 70.12%-56.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,087 | $5,276-79.4% | $4,343-75.0% | $4,663-76.7% |
| Participant deferral / active EE | $11,507 | $6,962+65.3% | $6,033+90.7% | $6,691+72.0% |
| Admin fee / account holder | $4,668 | $16,648-72.0% | $12,688-63.2% | $13,402-65.2% |