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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 | $268,936 | $129,737+107.3% | $119,126+125.8% | $154,746+73.8% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 19.20% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $750 | $4,375-82.9% | $4,034-81.4% | $4,379-82.9% |
| Participant deferral / active EE | $4,576 | $5,842-21.7% | $5,318-14.0% | $6,730-32.0% |
| Admin fee / account holder | $2,077 | $11,961-82.6% | $10,693-80.6% | $14,365-85.5% |