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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 | $360,141 | $183,592+96.2% | $155,567+131.5% | $145,959+146.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 11.11% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $507 | $5,315-90.5% | $4,674-89.2% | $4,661-89.1% |
| Participant deferral / active EE | $5,556 | $6,464-14.1% | $5,628-1.3% | $6,689-16.9% |
| Admin fee / account holder | $5,307 | $19,318-72.5% | $15,916-66.7% | $13,398-60.4% |