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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 | $441,089 | $183,592+140.3% | $155,574+183.5% | $145,877+202.4% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 9.33% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $860 | $5,317-83.8% | $4,676-81.6% | $4,663-81.6% |
| Participant deferral / active EE | $4,067 | $6,466-37.1% | $5,629-27.8% | $6,691-39.2% |
| Admin fee / account holder | $9,783 | $19,316-49.4% | $15,914-38.5% | $13,402-27.0% |