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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 | $250,267 | $115,814+116.1% | $101,275+147.1% | $158,982+57.4% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 12.14% | 56.16%-44.0pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,920 | $4,958-20.9% | $4,371-10.3% | $5,983-34.5% |
| Admin fee / account holder | $1,265 | $7,249-82.6% | $5,948-78.7% | $11,252-88.8% |