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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 | $263,819 | $124,351+112.2% | $109,188+141.6% | $167,553+57.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 9.87% | 26.04%-16.2pp | 25.76%-15.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,679 | $5,257-30.0% | $4,654-20.9% | $6,343-42.0% |
| Admin fee / account holder | $2,638 | $7,975-66.9% | $6,755-61.0% | $12,316-78.6% |