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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 | $270,673 | $157,276+72.1% | $141,177+91.7% | $152,885+77.0% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 16.58% | 64.33%-47.8pp | 71.40%-54.8pp | 345.39%-328.8pp |
| Employer contribution / active EE | $666 | $5,262-87.3% | $4,736-85.9% | $4,763-86.0% |
| Participant deferral / active EE | $3,872 | $7,110-45.5% | $6,710-42.3% | $5,851-33.8% |
| Admin fee / account holder | $722 | $12,123-94.0% | $10,263-93.0% | $11,598-93.8% |