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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 | $427,288 | $183,539+132.8% | $155,556+174.7% | $145,897+192.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 14.07% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $558 | $5,315-89.5% | $4,675-88.1% | $4,663-88.0% |
| Participant deferral / active EE | $4,652 | $6,467-28.1% | $5,631-17.4% | $6,689-30.4% |
| Admin fee / account holder | $2,417 | $19,275-87.5% | $15,885-84.8% | $13,390-81.9% |