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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 | $430,199 | $117,895+264.9% | $102,460+319.9% | $145,897+194.9% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 20.19% | 31.92%-11.7pp | 29.47%-9.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $748 | $3,619-79.3% | $3,025-75.3% | $4,663-84.0% |
| Participant deferral / active EE | $2,992 | $5,736-47.8% | $5,056-40.8% | $6,689-55.3% |
| Admin fee / account holder | $104,076 | $13,353+679.4% | $9,460+1000.2% | $13,390+677.2% |