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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 | $360,104 | $86,050+318.5% | $189,758+89.8% | $94,015+283.0% |
| Participation rate | 60.7% | 68.9%-8.2pp | 79.8%-19.1pp | 70.8%-10.1pp |
| Annual return | 21.16% | 17.77%+3.4pp | 52.62%-31.5pp | 17.84%+3.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,040 | $3,349-9.2% | $5,856-48.1% | $4,249-28.5% |
| Admin fee / account holder | $637 | $6,627-90.4% | $20,388-96.9% | $8,951-92.9% |