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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 | $307,494 | $106,267+189.4% | $96,520+218.6% | $139,456+120.5% |
| Participation rate | 7.1% | 77.8%-70.7pp | 74.3%-67.2pp | 80.3%-73.2pp |
| Annual return | 17.28% | 38.45%-21.2pp | 35.72%-18.4pp | 373.45%-356.2pp |
| Employer contribution / active EE | $630 | $4,105-84.7% | $3,739-83.2% | $4,753-86.7% |
| Participant deferral / active EE | $2,143 | $5,454-60.7% | $4,879-56.1% | $6,711-68.1% |
| Admin fee / account holder | $2,202 | $7,882-72.1% | $6,733-67.3% | $11,407-80.7% |