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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 | $339,896 | $93,345+264.1% | $119,126+185.3% | $87,485+288.5% |
| Participation rate | 22.0% | 68.7%-46.8pp | 75.8%-53.8pp | 68.9%-47.0pp |
| Annual return | 15.71% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $818 | $3,172-74.2% | $4,034-79.7% | $2,596-68.5% |
| Participant deferral / active EE | $2,621 | $4,099-36.0% | $5,318-50.7% | $4,274-38.7% |
| Admin fee / account holder | $3,640 | $8,039-54.7% | $10,693-66.0% | $7,775-53.2% |