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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 | $697,565 | $67,823+928.5% | $52,425+1230.6% | $137,256+408.2% |
| Participation rate | 13.0% | 63.9%-50.9pp | 55.6%-42.6pp | 80.0%-66.9pp |
| Annual return | 20.68% | 219.11%-198.4pp | 302.12%-281.4pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,511 | $2,288-34.0% | $1,790-15.6% | $6,407-76.4% |
| Admin fee / account holder | $6,431 | $2,844+126.1% | $2,495+157.8% | $12,270-47.6% |