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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 | $362,462 | $88,754+308.4% | $81,820+343.0% | $145,877+148.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.95% | 1031.77%-1015.8pp | 777.93%-762.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $266 | $3,085-91.4% | $2,915-90.9% | $4,663-94.3% |
| Participant deferral / active EE | $4,722 | $4,648+1.6% | $4,323+9.2% | $6,691-29.4% |
| Admin fee / account holder | $3,446 | $8,424-59.1% | $7,391-53.4% | $13,402-74.3% |