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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 | $256,013 | $52,353+389.0% | $120,225+112.9% | $82,448+210.5% |
| Participation rate | 7.1% | 58.3%-51.2pp | 69.6%-62.4pp | 68.1%-60.9pp |
| Annual return | 18.71% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $78 | $1,510-94.8% | $3,475-97.8% | $2,551-96.9% |
| Participant deferral / active EE | $778 | $2,627-70.4% | $3,999-80.5% | $4,139-81.2% |
| Admin fee / account holder | $861 | $4,363-80.3% | $5,696-84.9% | $7,234-88.1% |