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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 | $166,020+65.0% | $164,866+66.2% | $145,959+87.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 12.07% | 100.08%-88.0pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $588 | $5,275-88.9% | $4,343-86.5% | $4,661-87.4% |
| Participant deferral / active EE | $3,761 | $6,961-46.0% | $6,033-37.7% | $6,689-43.8% |
| Admin fee / account holder | $35,694 | $16,644+114.5% | $12,689+181.3% | $13,398+166.4% |