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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 | $89,259+285.0% | $107,187+220.6% | $82,637+315.9% |
| Participation rate | 7.8% | 67.9%-60.1pp | 75.0%-67.2pp | 68.1%-60.2pp |
| Annual return | 13.62% | 21.02%-7.4pp | 204.55%-190.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $688 | $3,080-77.6% | $3,782-81.8% | $2,552-73.0% |
| Participant deferral / active EE | $1,905 | $4,037-52.8% | $5,096-62.6% | $4,126-53.8% |
| Admin fee / account holder | $1,472 | $7,381-80.1% | $9,162-83.9% | $7,339-79.9% |