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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% | $155,574+131.5% | $145,877+146.9% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 11.11% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $507 | $5,317-90.5% | $4,676-89.2% | $4,663-89.1% |
| Participant deferral / active EE | $5,556 | $6,466-14.1% | $5,629-1.3% | $6,691-17.0% |
| Admin fee / account holder | $5,307 | $19,316-72.5% | $15,914-66.7% | $13,402-60.4% |