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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 | $334,187 | $100,139+233.7% | $85,187+292.3% | $145,884+129.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 16.71% | 84.15%-67.4pp | 66.67%-50.0pp | 551.85%-535.1pp |
| Employer contribution / active EE | $97 | $3,238-97.0% | $2,732-96.5% | $4,662-97.9% |
| Participant deferral / active EE | $2,592 | $5,296-51.1% | $4,525-42.7% | $6,690-61.3% |
| Admin fee / account holder | $878 | $7,262-87.9% | $6,162-85.8% | $13,392-93.4% |