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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 | $174,018+300.9% | $136,833+409.8% | $198,609+251.2% |
| Participation rate | 13.0% | 65.1%-52.1pp | 59.0%-46.0pp | 82.4%-69.3pp |
| Annual return | 20.68% | 35.16%-14.5pp | 35.32%-14.6pp | 202.70%-182.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,511 | $2,873-47.4% | $2,441-38.1% | $6,977-78.3% |
| Admin fee / account holder | $6,431 | $5,434+18.3% | $4,706+36.7% | $19,030-66.2% |