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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 | $51,631+420.9% | $129,397+107.8% | $80,925+232.3% |
| Participation rate | 35.7% | 56.9%-21.2pp | 69.6%-33.9pp | 67.7%-31.9pp |
| Annual return | 22.56% | 20.77%+1.8pp | 9453.98%-9431.4pp | 35.65%-13.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,382 | $2,670+64.1% | $4,167+5.1% | $4,299+1.9% |
| Admin fee / account holder | $11,364 | $4,309+163.7% | $7,679+48.0% | $6,940+63.7% |