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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 | $642,848 | $211,105+204.5% | $178,449+260.2% | $145,978+340.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.75% | 30.19%-17.4pp | 27.09%-14.3pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,277+143.0% | $6,690+128.0% |
| Admin fee / account holder | $28,818 | $12,017+139.8% | $10,362+178.1% | $13,400+115.1% |