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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 | $351,877 | $227,291+54.8% | $214,702+63.9% | $155,188+126.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 11.23% | 60.08%-48.8pp | 54.55%-43.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,244 | $6,772-81.6% | $6,461-80.7% | $4,248-70.7% |
| Participant deferral / active EE | $6,230 | $9,582-35.0% | $9,147-31.9% | $6,531-4.6% |
| Admin fee / account holder | $120,350 | $20,413+489.6% | $19,830+506.9% | $14,480+731.2% |