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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 | $162,967+291.5% | $135,792+369.8% | $138,895+359.3% |
| Participation rate | 30.0% | 78.3%-48.3pp | 72.6%-42.6pp | 79.9%-49.9pp |
| Annual return | 15.01% | 30.08%-15.1pp | 25.96%-10.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $412 | $4,211-90.2% | $3,496-88.2% | $4,194-90.2% |
| Participant deferral / active EE | $2,517 | $5,640-55.4% | $4,759-47.1% | $6,396-60.7% |
| Admin fee / account holder | $3,211 | $15,306-79.0% | $12,266-73.8% | $12,562-74.4% |