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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 | $333,121 | $129,737+156.8% | $119,126+179.6% | $154,746+115.3% |
| Participation rate | 13.3% | 78.9%-65.5pp | 75.8%-62.4pp | 80.7%-67.4pp |
| Annual return | 18.24% | 379.08%-360.8pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $502 | $4,375-88.5% | $4,034-87.5% | $4,379-88.5% |
| Participant deferral / active EE | $1,838 | $5,842-68.5% | $5,318-65.4% | $6,730-72.7% |
| Admin fee / account holder | $1,718 | $11,961-85.6% | $10,693-83.9% | $14,365-88.0% |