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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 | $518,270 | $185,312+179.7% | $161,489+220.9% | $154,746+234.9% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 18.64% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,701 | $6,350-26.0% | $5,630-16.5% | $6,730-30.2% |
| Admin fee / account holder | $9,783 | $18,654-47.6% | $16,006-38.9% | $14,365-31.9% |