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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 | $1,419,904 | $111,535+1173.1% | $105,223+1249.4% | $137,256+934.5% |
| Participation rate | 11.1% | 78.1%-67.0pp | 75.0%-63.9pp | 80.0%-68.8pp |
| Annual return | 16.07% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,166 | $5,500-42.4% | $5,072-37.6% | $6,407-50.6% |
| Admin fee / account holder | $10,144 | $9,721+4.3% | $8,859+14.5% | $12,270-17.3% |