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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 | $324,363 | $58,258+456.8% | $81,820+296.4% | $80,925+300.8% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.4%-26.9pp | 67.7%-22.2pp |
| Annual return | 17.86% | 41.76%-23.9pp | 777.93%-760.1pp | 35.65%-17.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,197 | $3,284+119.2% | $4,323+66.5% | $4,299+67.4% |
| Admin fee / account holder | $3,252 | $4,976-34.6% | $7,391-56.0% | $6,940-53.1% |