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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 | $343,673 | $93,345+268.2% | $119,126+188.5% | $87,485+292.8% |
| Participation rate | 7.8% | 68.7%-60.9pp | 75.8%-67.9pp | 68.9%-61.1pp |
| Annual return | 13.62% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.4pp |
| Employer contribution / active EE | $688 | $3,172-78.3% | $4,034-82.9% | $2,596-73.5% |
| Participant deferral / active EE | $1,905 | $4,099-53.5% | $5,318-64.2% | $4,274-55.4% |
| Admin fee / account holder | $1,472 | $8,039-81.7% | $10,693-86.2% | $7,775-81.1% |