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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 | $368,129 | $61,815+495.5% | $97,295+278.4% | $80,959+354.7% |
| Participation rate | 14.8% | 63.5%-48.7pp | 72.7%-57.8pp | 67.7%-52.9pp |
| Annual return | 19.58% | -558.73%+578.3pp | 75.62%-56.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $44 | $1,836-97.6% | $2,723-98.4% | $2,757-98.4% |
| Participant deferral / active EE | $4,611 | $3,027+52.3% | $4,264+8.2% | $4,300+7.2% |
| Admin fee / account holder | $756 | $5,166-85.4% | $5,646-86.6% | $6,925-89.1% |