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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 | $150,435+148.8% | $120,580+210.4% | $145,897+156.5% |
| Participation rate | 42.9% | 78.8%-35.9pp | 72.0%-29.1pp | 80.3%-37.4pp |
| Annual return | 9.61% | 154.60%-145.0pp | 107.48%-97.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $261 | $4,352-94.0% | $3,469-92.5% | $4,663-94.4% |
| Participant deferral / active EE | $7,643 | $6,174+23.8% | $4,995+53.0% | $6,689+14.3% |
| Admin fee / account holder | $3,302 | $12,182-72.9% | $9,418-64.9% | $13,390-75.3% |