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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 | $901,056 | $112,729+699.3% | $98,716+812.8% | $137,256+556.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 16.36% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,833 | $4,640+68.8% | $4,048+93.5% | $6,407+22.3% |
| Admin fee / account holder | $10,373 | $10,129+2.4% | $8,703+19.2% | $12,270-15.5% |