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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 | $257,877 | $27,639+833.0% | $61,501+319.3% | $68,490+276.5% |
| Participation rate | 26.9% | 39.5%-12.6pp | 52.6%-25.7pp | 67.9%-41.0pp |
| Annual return | 24.50% | -13.19%+37.7pp | 339.04%-314.5pp | -7.85%+32.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $283 | $1,264-77.6% | $2,125-86.7% | $4,028-93.0% |
| Admin fee / account holder | $352 | $2,012-82.5% | $2,132-83.5% | $5,403-93.5% |