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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 | $290,803 | $110,337+163.6% | $102,383+184.0% | $145,877+99.3% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 9.84% | 24.83%-15.0pp | 24.94%-15.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $215 | $4,216-94.9% | $3,870-94.4% | $4,663-95.4% |
| Participant deferral / active EE | $2,346 | $5,621-58.3% | $5,060-53.6% | $6,691-64.9% |
| Admin fee / account holder | $1,609 | $9,750-83.5% | $8,391-80.8% | $13,402-88.0% |