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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 | $223,823+57.2% | $211,142+66.7% | $154,746+127.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 11.23% | 50.39%-39.2pp | 46.84%-35.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,244 | $6,787-81.7% | $6,442-80.7% | $4,379-71.6% |
| Participant deferral / active EE | $6,230 | $9,750-36.1% | $9,284-32.9% | $6,730-7.4% |
| Admin fee / account holder | $120,350 | $19,707+510.7% | $19,076+530.9% | $14,365+737.8% |