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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 | $269,996 | $162,812+65.8% | $133,971+101.5% | $158,966+69.8% |
| Participation rate | 52.2% | 83.2%-31.1pp | 79.8%-27.7pp | 82.0%-29.8pp |
| Annual return | 24.58% | 41.94%-17.4pp | 45.09%-20.5pp | 302.95%-278.4pp |
| Employer contribution / active EE | $36 | $4,976-99.3% | $3,919-99.1% | $4,762-99.3% |
| Participant deferral / active EE | $6,253 | $5,910+5.8% | $5,047+23.9% | $5,983+4.5% |
| Admin fee / account holder | $10,258 | $11,741-12.6% | $8,929+14.9% | $11,250-8.8% |