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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 | $53,063+382.5% | $124,206+106.1% | $82,637+209.8% |
| Participation rate | 7.1% | 58.4%-51.3pp | 69.6%-62.4pp | 68.1%-60.9pp |
| Annual return | 18.71% | 68.87%-50.2pp | 515.27%-496.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $78 | $1,530-94.9% | $3,540-97.8% | $2,552-97.0% |
| Participant deferral / active EE | $778 | $2,644-70.6% | $3,968-80.4% | $4,126-81.1% |
| Admin fee / account holder | $861 | $4,281-79.9% | $5,929-85.5% | $7,339-88.3% |