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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 | $296,755 | $183,539+61.7% | $155,556+90.8% | $145,897+103.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.58% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,015 | $5,315-80.9% | $4,675-78.3% | $4,663-78.2% |
| Participant deferral / active EE | $2,909 | $6,467-55.0% | $5,631-48.3% | $6,689-56.5% |
| Admin fee / account holder | $8,784 | $19,275-54.4% | $15,885-44.7% | $13,390-34.4% |