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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 | $273,474 | $134,817+102.8% | $123,973+120.6% | $155,188+76.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 11.01% | 515.49%-504.5pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $829 | $4,425-81.3% | $4,126-79.9% | $4,248-80.5% |
| Participant deferral / active EE | $7,045 | $5,706+23.5% | $5,247+34.3% | $6,531+7.9% |
| Admin fee / account holder | $2,979 | $13,245-77.5% | $11,799-74.8% | $14,480-79.4% |