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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 | $674,179 | $107,809+525.3% | $97,032+594.8% | $155,188+334.4% |
| Participation rate | 5.6% | 75.5%-69.9pp | 71.6%-66.0pp | 80.8%-75.2pp |
| Annual return | 15.08% | 38.06%-23.0pp | 35.38%-20.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $166 | $2,911-94.3% | $2,629-93.7% | $4,248-96.1% |
| Participant deferral / active EE | $1,344 | $5,129-73.8% | $4,672-71.2% | $6,531-79.4% |
| Admin fee / account holder | $8,080 | $10,717-24.6% | $9,418-14.2% | $14,480-44.2% |