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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 | $134,817+953.2% | $123,973+1045.3% | $155,188+815.0% |
| Participation rate | 11.1% | 79.4%-68.3pp | 76.7%-65.5pp | 80.8%-69.7pp |
| Annual return | 16.07% | 515.49%-499.4pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,166 | $5,706-44.5% | $5,247-39.7% | $6,531-51.5% |
| Admin fee / account holder | $10,144 | $13,245-23.4% | $11,799-14.0% | $14,480-29.9% |