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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 | $1,052,691 | $185,312+468.1% | $161,489+551.9% | $154,746+580.3% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 17.84% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,583 | $6,350+82.4% | $5,630+105.7% | $6,730+72.1% |
| Admin fee / account holder | $4,538 | $18,654-75.7% | $16,006-71.7% | $14,365-68.4% |