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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 | $255,030 | $134,817+89.2% | $123,973+105.7% | $155,188+64.3% |
| Participation rate | 38.1% | 79.4%-41.3pp | 76.7%-38.6pp | 80.8%-42.7pp |
| Annual return | 15.04% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,320 | $5,706-59.3% | $5,247-55.8% | $6,531-64.5% |
| Admin fee / account holder | $3,409 | $13,245-74.3% | $11,799-71.1% | $14,480-76.5% |