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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 | $96,731+255.3% | $123,973+177.2% | $86,983+295.1% |
| Participation rate | 7.8% | 70.0%-62.2pp | 76.7%-68.8pp | 69.5%-61.7pp |
| Annual return | 13.62% | 17.33%-3.7pp | 388.13%-374.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $688 | $3,297-79.1% | $4,126-83.3% | $2,584-73.4% |
| Participant deferral / active EE | $1,905 | $4,152-54.1% | $5,247-63.7% | $4,194-54.6% |
| Admin fee / account holder | $1,472 | $8,722-83.1% | $11,799-87.5% | $7,856-81.3% |