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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 | $777,781 | $177,156+339.0% | $147,027+429.0% | $154,746+402.6% |
| Participation rate | 15.4% | 79.4%-64.0pp | 73.7%-58.4pp | 80.7%-65.3pp |
| Annual return | 17.61% | 21.94%-4.3pp | 20.23%-2.6pp | 172.34%-154.7pp |
| Employer contribution / active EE | $209 | $4,336-95.2% | $3,626-94.2% | $4,379-95.2% |
| Participant deferral / active EE | $4,769 | $5,797-17.7% | $4,933-3.3% | $6,730-29.1% |
| Admin fee / account holder | $6,165 | $14,904-58.6% | $12,223-49.6% | $14,365-57.1% |