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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 | $251,971 | $106,749+136.0% | $145,433+73.3% | $82,448+205.6% |
| Participation rate | 48.0% | 75.6%-27.6pp | 82.1%-34.1pp | 68.1%-20.1pp |
| Annual return | 19.47% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $468 | $3,444-86.4% | $4,554-89.7% | $2,551-81.7% |
| Participant deferral / active EE | $4,538 | $6,519-30.4% | $7,897-42.5% | $4,139+9.6% |
| Admin fee / account holder | $59,399 | $8,390+608.0% | $13,129+352.4% | $7,234+721.1% |