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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 | $304,562 | $72,071+322.6% | $68,368+345.5% | $137,256+121.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 18.53% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $55 | $2,788-98.0% | $2,649-97.9% | $4,156-98.7% |
| Participant deferral / active EE | $1,250 | $4,410-71.7% | $4,123-69.7% | $6,407-80.5% |
| Admin fee / account holder | $405 | $5,336-92.4% | $5,150-92.1% | $12,270-96.7% |