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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 | $374,066 | $149,741+149.8% | $118,914+214.6% | $158,982+135.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 17.63% | 19.94%-2.3pp | 35.89%-18.3pp | 302.99%-285.4pp |
| Employer contribution / active EE | $775 | $4,119-81.2% | $3,264-76.2% | $4,763-83.7% |
| Participant deferral / active EE | $8,125 | $5,226+55.5% | $4,266+90.5% | $5,983+35.8% |
| Admin fee / account holder | $161,581 | $8,607+1777.2% | $6,582+2354.8% | $11,252+1336.1% |