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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 | $261,952 | $167,533+56.4% | $151,645+72.7% | $134,545+94.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -4.64% | 7.81%-12.5pp | 3.34%-8.0pp | 418.37%-423.0pp |
| Employer contribution / active EE | $322 | $6,828-95.3% | $6,165-94.8% | $4,742-93.2% |
| Participant deferral / active EE | $11,799 | $8,985+31.3% | $8,363+41.1% | $6,401+84.3% |
| Admin fee / account holder | $2,061 | $13,781-85.0% | $11,614-82.3% | $11,431-82.0% |