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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 | $378,528 | $152,592+148.1% | $125,180+202.4% | $152,885+147.6% |
| Participation rate | 30.0% | 83.3%-53.3pp | 79.8%-49.8pp | 82.5%-52.5pp |
| Annual return | 22.68% | 54.84%-32.2pp | 43.79%-21.1pp | 345.39%-322.7pp |
| Employer contribution / active EE | $935 | $4,947-81.1% | $3,866-75.8% | $4,763-80.4% |
| Participant deferral / active EE | $4,557 | $5,868-22.3% | $4,937-7.7% | $5,851-22.1% |
| Admin fee / account holder | $9,239 | $13,435-31.2% | $9,703-4.8% | $11,598-20.3% |