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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 | $279,037 | $171,492+62.7% | $150,734+85.1% | $198,609+40.5% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 10.37% | 804.70%-794.3pp | 600.81%-590.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,033 | $5,470-81.1% | $4,918-79.0% | $5,055-79.6% |
| Participant deferral / active EE | $14,325 | $6,259+128.9% | $5,610+155.4% | $6,977+105.3% |
| Admin fee / account holder | $7,014 | $17,628-60.2% | $14,905-52.9% | $19,030-63.1% |