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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 | $316,466 | $171,492+84.5% | $150,734+109.9% | $198,609+59.3% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 9.09% | 804.70%-795.6pp | 600.81%-591.7pp | 202.70%-193.6pp |
| Employer contribution / active EE | $1,321 | $5,470-75.9% | $4,918-73.2% | $5,055-73.9% |
| Participant deferral / active EE | $15,698 | $6,259+150.8% | $5,610+179.8% | $6,977+125.0% |
| Admin fee / account holder | $1,485 | $17,628-91.6% | $14,905-90.0% | $19,030-92.2% |