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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 | $264,169 | $88,672+197.9% | $105,223+151.1% | $82,448+220.4% |
| Participation rate | 22.6% | 67.9%-45.3pp | 75.0%-52.5pp | 68.1%-45.5pp |
| Annual return | 14.82% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,752 | $4,036-56.6% | $5,072-65.5% | $4,139-57.7% |
| Admin fee / account holder | $15,609 | $7,146+118.4% | $8,859+76.2% | $7,234+115.8% |