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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 | $263,271 | $93,345+182.0% | $119,126+121.0% | $87,485+200.9% |
| Participation rate | 7.6% | 68.7%-61.1pp | 75.8%-68.2pp | 68.9%-61.3pp |
| Annual return | 17.48% | 19.08%-1.6pp | 282.11%-264.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $523 | $3,172-83.5% | $4,034-87.0% | $2,596-79.9% |
| Participant deferral / active EE | $1,797 | $4,099-56.2% | $5,318-66.2% | $4,274-58.0% |
| Admin fee / account holder | $13,312 | $8,039+65.6% | $10,693+24.5% | $7,775+71.2% |