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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 | $274,002 | $166,131+64.9% | $164,975+66.1% | $145,877+87.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 12.07% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $588 | $5,276-88.9% | $4,343-86.5% | $4,663-87.4% |
| Participant deferral / active EE | $3,761 | $6,962-46.0% | $6,033-37.7% | $6,691-43.8% |
| Admin fee / account holder | $35,694 | $16,648+114.4% | $12,688+181.3% | $13,402+166.3% |