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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 | $268,925 | $51,638+420.8% | $129,406+107.8% | $80,959+232.2% |
| Participation rate | 35.7% | 56.9%-21.2pp | 69.6%-33.9pp | 67.7%-32.0pp |
| Annual return | 22.56% | 20.78%+1.8pp | 9468.18%-9445.6pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,382 | $2,670+64.1% | $4,167+5.1% | $4,300+1.9% |
| Admin fee / account holder | $11,364 | $4,313+163.5% | $7,689+47.8% | $6,925+64.1% |