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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 | $362,300 | $162,785+122.6% | $133,959+170.5% | $158,950+127.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 30.42% | 41.94%-11.5pp | 45.09%-14.7pp | 302.91%-272.5pp |
| Employer contribution / active EE | $475 | $4,975-90.4% | $3,919-87.9% | $4,762-90.0% |
| Participant deferral / active EE | $4,810 | $5,910-18.6% | $5,047-4.7% | $5,983-19.6% |
| Admin fee / account holder | $18,658 | $11,738+59.0% | $8,928+109.0% | $11,248+65.9% |