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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 | $1,144,571 | $72,071+1488.1% | $68,368+1574.1% | $137,256+733.9% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 15.64% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $42 | $2,788-98.5% | $2,649-98.4% | $4,156-99.0% |
| Participant deferral / active EE | $2,766 | $4,410-37.3% | $4,123-32.9% | $6,407-56.8% |
| Admin fee / account holder | $7,970 | $5,336+49.4% | $5,150+54.8% | $12,270-35.0% |