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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 | $374,300 | $150,197+149.2% | $120,368+211.0% | $145,959+156.4% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.0pp | 80.3%-37.4pp |
| Annual return | 9.61% | 154.26%-144.7pp | 107.26%-97.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $261 | $4,350-94.0% | $3,465-92.5% | $4,661-94.4% |
| Participant deferral / active EE | $7,643 | $6,174+23.8% | $4,991+53.1% | $6,689+14.3% |
| Admin fee / account holder | $3,302 | $12,216-73.0% | $9,429-65.0% | $13,398-75.4% |