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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 | $365,093 | $157,296+132.1% | $141,191+158.6% | $152,897+138.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 23.75% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $810 | $5,262-84.6% | $4,736-82.9% | $4,764-83.0% |
| Participant deferral / active EE | $4,970 | $7,111-30.1% | $6,710-25.9% | $5,851-15.1% |
| Admin fee / account holder | $13,792 | $12,125+13.8% | $10,264+34.4% | $11,599+18.9% |