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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 | $475,786 | $201,372+136.3% | $184,260+158.2% | $145,884+226.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 20.92% | 29.04%-8.1pp | 28.84%-7.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,162 | $7,024-83.5% | $6,427-81.9% | $4,662-75.1% |
| Participant deferral / active EE | $11,622 | $9,808+18.5% | $9,133+27.3% | $6,690+73.7% |
| Admin fee / account holder | $4,333 | $16,362-73.5% | $13,898-68.8% | $13,392-67.6% |