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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 | $282,810 | $106,247+166.2% | $96,515+193.0% | $139,466+102.8% |
| Participation rate | 31.6% | 77.8%-46.3pp | 74.3%-42.8pp | 80.3%-48.8pp |
| Annual return | 11.61% | 38.47%-26.9pp | 35.73%-24.1pp | 373.66%-362.1pp |
| Employer contribution / active EE | $610 | $4,106-85.1% | $3,740-83.7% | $4,754-87.2% |
| Participant deferral / active EE | $1,865 | $5,456-65.8% | $4,880-61.8% | $6,712-72.2% |
| Admin fee / account holder | $10,999 | $7,885+39.5% | $6,735+63.3% | $11,409-3.6% |