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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 | $102,595+300.5% | $94,057+336.8% | $154,746+165.5% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 16.31% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $266 | $3,147-91.6% | $2,933-90.9% | $4,379-93.9% |
| Participant deferral / active EE | $2,874 | $5,118-43.8% | $4,709-39.0% | $6,730-57.3% |
| Admin fee / account holder | $1,674 | $7,736-78.4% | $7,244-76.9% | $14,365-88.3% |