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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 | $321,702 | $148,629+116.4% | $135,982+136.6% | $139,487+130.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.75% | 79.33%-51.6pp | 68.32%-40.6pp | 373.84%-346.1pp |
| Employer contribution / active EE | $417 | $5,247-92.1% | $4,859-91.4% | $4,755-91.2% |
| Participant deferral / active EE | $6,250 | $8,102-22.9% | $7,760-19.5% | $6,713-6.9% |
| Admin fee / account holder | $2,484 | $12,406-80.0% | $10,767-76.9% | $11,407-78.2% |