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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 | $380,918 | $51,638+637.7% | $68,368+457.2% | $82,448+362.0% |
| Participation rate | 8.6% | 63.6%-55.0pp | 73.8%-65.2pp | 68.1%-59.5pp |
| Annual return | 16.27% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $118 | $2,047-94.2% | $2,649-95.5% | $2,551-95.4% |
| Participant deferral / active EE | $1,067 | $2,914-63.4% | $4,123-74.1% | $4,139-74.2% |
| Admin fee / account holder | $652 | $4,643-86.0% | $5,150-87.3% | $7,234-91.0% |