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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 | $300,970 | $115,866+159.8% | $65,328+360.7% | $139,456+115.8% |
| Participation rate | 35.3% | 67.8%-32.5pp | 64.9%-29.6pp | 80.3%-45.0pp |
| Annual return | 22.55% | 31.21%-8.7pp | 47.39%-24.8pp | 373.45%-350.9pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,569 | $4,242-39.4% | $2,832-9.3% | $6,711-61.7% |
| Admin fee / account holder | $1,743 | $6,705-74.0% | $4,116-57.6% | $11,407-84.7% |