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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 | $376,883 | $78,690+378.9% | $161,489+133.4% | $87,485+330.8% |
| Participation rate | 17.9% | 67.5%-49.6pp | 78.7%-60.8pp | 68.9%-51.1pp |
| Annual return | 19.15% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $299 | $2,588-88.5% | $4,268-93.0% | $2,596-88.5% |
| Participant deferral / active EE | $1,113 | $3,311-66.4% | $5,630-80.2% | $4,274-73.9% |
| Admin fee / account holder | $876 | $6,724-87.0% | $16,006-94.5% | $7,775-88.7% |