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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 | $932,222 | $64,920+1336.0% | $103,693+799.0% | $86,983+971.7% |
| Participation rate | 9.1% | 63.6%-54.5pp | 72.6%-63.6pp | 69.5%-60.5pp |
| Annual return | 17.44% | 30.29%-12.9pp | 47.61%-30.2pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,848 | $3,241-43.0% | $4,579-59.6% | $4,194-55.9% |
| Admin fee / account holder | $3,621 | $6,191-41.5% | $7,858-53.9% | $7,856-53.9% |