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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 | $324,586 | $150,412+115.8% | $120,574+169.2% | $145,884+122.5% |
| Participation rate | 41.2% | 78.8%-37.6pp | 71.9%-30.8pp | 80.3%-39.1pp |
| Annual return | 10.92% | 154.50%-143.6pp | 107.42%-96.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $600 | $4,355-86.2% | $3,471-82.7% | $4,662-87.1% |
| Participant deferral / active EE | $1,582 | $6,175-74.4% | $4,996-68.3% | $6,690-76.3% |
| Admin fee / account holder | $1,418 | $12,224-88.4% | $9,445-85.0% | $13,392-89.4% |