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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 | $70,366+1526.6% | $66,674+1616.7% | $138,895+724.1% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.7%-43.7pp | 79.9%-49.9pp |
| Annual return | 15.64% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $42 | $2,765-98.5% | $2,620-98.4% | $4,194-99.0% |
| Participant deferral / active EE | $2,766 | $4,374-36.8% | $4,084-32.3% | $6,396-56.7% |
| Admin fee / account holder | $7,970 | $5,262+51.5% | $5,098+56.3% | $12,562-36.6% |