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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 | $69,118+909.2% | $53,647+1200.3% | $138,895+402.2% |
| Participation rate | 13.0% | 64.0%-50.9pp | 56.3%-43.2pp | 79.9%-66.9pp |
| Annual return | 20.68% | 248.26%-227.6pp | 358.33%-337.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,511 | $2,274-33.6% | $1,813-16.7% | $6,396-76.4% |
| Admin fee / account holder | $6,431 | $2,724+136.1% | $2,460+161.4% | $12,562-48.8% |