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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 | $124,298+112.2% | $109,152+141.7% | $167,497+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 | 25.75%-15.9pp | 478.62%-468.8pp |
| Employer contribution / active EE | $0 | $4,208-100.0% | $3,722-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,679 | $5,256-30.0% | $4,653-20.9% | $6,341-42.0% |
| Admin fee / account holder | $2,638 | $7,971-66.9% | $6,753-60.9% | $12,310-78.6% |