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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 | $428,352 | $149,679+186.2% | $117,039+266.0% | $147,585+190.2% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 18.37% | 19.31%-0.9pp | 18.95%-0.6pp | 578.57%-560.2pp |
| Employer contribution / active EE | $647 | $4,937-86.9% | $3,785-82.9% | $4,876-86.7% |
| Participant deferral / active EE | $8,000 | $4,912+62.9% | $3,929+103.6% | $5,439+47.1% |
| Admin fee / account holder | $946 | $7,856-88.0% | $5,974-84.2% | $10,885-91.3% |