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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 | $410,849 | $72,071+470.1% | $68,368+500.9% | $137,256+199.3% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 16.31% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $266 | $2,788-90.5% | $2,649-90.0% | $4,156-93.6% |
| Participant deferral / active EE | $2,874 | $4,410-34.8% | $4,123-30.3% | $6,407-55.1% |
| Admin fee / account holder | $1,674 | $5,336-68.6% | $5,150-67.5% | $12,270-86.4% |