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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 | $399,602 | $160,040+149.7% | $147,096+171.7% | $145,877+173.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.38% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $161 | $5,289-97.0% | $4,936-96.7% | $4,663-96.5% |
| Participant deferral / active EE | $2,917 | $8,429-65.4% | $8,071-63.9% | $6,691-56.4% |
| Admin fee / account holder | $1,293 | $15,050-91.4% | $13,005-90.1% | $13,402-90.4% |