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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 | $382,567 | $127,096+201.0% | $105,736+261.8% | $135,380+182.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 76.3%-43.0pp | 82.6%-49.3pp |
| Annual return | -7.11% | 4.49%-11.6pp | 6.27%-13.4pp | 519.81%-526.9pp |
| Employer contribution / active EE | $480 | $4,107-88.3% | $3,268-85.3% | $4,779-90.0% |
| Participant deferral / active EE | $5,533 | $5,064+9.2% | $4,080+35.6% | $5,609-1.4% |
| Admin fee / account holder | $4,457 | $9,087-51.0% | $6,913-35.5% | $10,828-58.8% |