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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 | $212,777+199.8% | $173,703+267.3% | $198,609+221.2% |
| Participation rate | 30.0% | 81.1%-51.1pp | 75.9%-45.9pp | 82.4%-52.4pp |
| Annual return | 15.01% | 18.82%-3.8pp | 17.46%-2.4pp | 202.70%-187.7pp |
| Employer contribution / active EE | $412 | $5,214-92.1% | $4,288-90.4% | $5,055-91.8% |
| Participant deferral / active EE | $2,517 | $5,697-55.8% | $4,854-48.1% | $6,977-63.9% |
| Admin fee / account holder | $3,211 | $19,536-83.6% | $15,562-79.4% | $19,030-83.1% |