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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 | $730,490 | $97,550+648.8% | $120,344+507.0% | $87,485+735.0% |
| Participation rate | 15.6% | 72.8%-57.2pp | 76.7%-61.1pp | 68.9%-53.3pp |
| Annual return | 18.86% | 18.41%+0.5pp | 20.30%-1.4pp | 26.06%-7.2pp |
| Employer contribution / active EE | $579 | $2,291-74.7% | $3,020-80.8% | $2,596-77.7% |
| Participant deferral / active EE | $2,240 | $4,230-47.0% | $5,135-56.4% | $4,274-47.6% |
| Admin fee / account holder | $5,283 | $9,543-44.6% | $12,742-58.5% | $7,775-32.1% |