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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 | $3,769,606 | $182,442+1966.2% | $163,379+2207.3% | $138,895+2614.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 11.83% | 72.74%-60.9pp | 63.41%-51.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,250 | $6,817-67.0% | $6,282-64.2% | $6,396-64.8% |
| Admin fee / account holder | $3,084 | $10,396-70.3% | $9,818-68.6% | $12,562-75.5% |