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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 | $70,366+332.8% | $66,674+356.8% | $138,895+119.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 18.53% | 386.41%-367.9pp | 321.24%-302.7pp | 145.39%-126.9pp |
| Employer contribution / active EE | $55 | $2,765-98.0% | $2,620-97.9% | $4,194-98.7% |
| Participant deferral / active EE | $1,250 | $4,374-71.4% | $4,084-69.4% | $6,396-80.5% |
| Admin fee / account holder | $405 | $5,262-92.3% | $5,098-92.1% | $12,562-96.8% |