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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 | $413,300 | $172,111+140.1% | $150,298+175.0% | $137,256+201.1% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 13.01% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $606 | $4,636-86.9% | $4,154-85.4% | $4,156-85.4% |
| Participant deferral / active EE | $3,000 | $6,166-51.3% | $5,453-45.0% | $6,407-53.2% |
| Admin fee / account holder | $3,370 | $16,471-79.5% | $14,116-76.1% | $12,270-72.5% |