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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 | $150,346+149.0% | $120,524+210.6% | $145,877+156.6% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 9.61% | 154.40%-144.8pp | 107.36%-97.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $261 | $4,353-94.0% | $3,469-92.5% | $4,663-94.4% |
| Participant deferral / active EE | $7,643 | $6,172+23.8% | $4,994+53.1% | $6,691+14.2% |
| Admin fee / account holder | $3,302 | $12,215-73.0% | $9,440-65.0% | $13,402-75.4% |