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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 | $286,535 | $129,737+120.9% | $119,126+140.5% | $154,746+85.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 11.46% | 379.08%-367.6pp | 282.11%-270.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $906 | $4,375-79.3% | $4,034-77.5% | $4,379-79.3% |
| Participant deferral / active EE | $5,200 | $5,842-11.0% | $5,318-2.2% | $6,730-22.7% |
| Admin fee / account holder | $2,112 | $11,961-82.3% | $10,693-80.2% | $14,365-85.3% |