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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 | $301,575 | $208,088+44.9% | $186,193+62.0% | $154,746+94.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 12.06% | 89.97%-77.9pp | 78.03%-66.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $311 | $4,340-92.8% | $3,918-92.1% | $4,379-92.9% |
| Participant deferral / active EE | $3,443 | $7,078-51.4% | $6,513-47.1% | $6,730-48.9% |
| Admin fee / account holder | $6,677 | $11,698-42.9% | $11,058-39.6% | $14,365-53.5% |