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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 | $250,252 | $102,429+144.3% | $147,096+70.1% | $80,925+209.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 13.17% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $800 | $3,716-78.5% | $4,936-83.8% | $2,756-71.0% |
| Participant deferral / active EE | $8,073 | $6,649+21.4% | $8,0710% | $4,299+87.8% |
| Admin fee / account holder | $4,666 | $7,957-41.4% | $13,005-64.1% | $6,940-32.8% |