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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 | $278,426 | $183,592+51.7% | $155,567+79.0% | $145,959+90.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.03% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $583 | $5,315-89.0% | $4,674-87.5% | $4,661-87.5% |
| Participant deferral / active EE | $4,547 | $6,464-29.7% | $5,628-19.2% | $6,689-32.0% |
| Admin fee / account holder | $1,735 | $19,318-91.0% | $15,916-89.1% | $13,398-87.0% |