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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 | $820,643 | $196,972+316.6% | $182,262+350.3% | $198,609+313.2% |
| Participation rate | 20.0% | 85.7%-65.7pp | 84.2%-64.2pp | 82.4%-62.4pp |
| Annual return | 18.49% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $562 | $5,364-89.5% | $5,046-88.9% | $5,055-88.9% |
| Participant deferral / active EE | $7,037 | $8,643-18.6% | $8,276-15.0% | $6,977+0.9% |
| Admin fee / account holder | $76,951 | $18,429+317.6% | $16,712+360.5% | $19,030+304.4% |