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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 | $637,987 | $177,156+260.1% | $147,027+333.9% | $154,746+312.3% |
| Participation rate | 30.0% | 79.4%-49.4pp | 73.7%-43.7pp | 80.7%-50.7pp |
| Annual return | 15.01% | 21.94%-6.9pp | 20.23%-5.2pp | 172.34%-157.3pp |
| Employer contribution / active EE | $412 | $4,336-90.5% | $3,626-88.6% | $4,379-90.6% |
| Participant deferral / active EE | $2,517 | $5,797-56.6% | $4,933-49.0% | $6,730-62.6% |
| Admin fee / account holder | $3,211 | $14,904-78.5% | $12,223-73.7% | $14,365-77.6% |