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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 | $134,817+99.5% | $123,973+116.9% | $155,188+73.3% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.7%-56.7pp | 80.8%-60.8pp |
| Annual return | 19.20% | 515.49%-496.3pp | 388.13%-368.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $750 | $4,425-83.1% | $4,126-81.8% | $4,248-82.3% |
| Participant deferral / active EE | $4,576 | $5,706-19.8% | $5,247-12.8% | $6,531-29.9% |
| Admin fee / account holder | $2,077 | $13,245-84.3% | $11,799-82.4% | $14,480-85.7% |