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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 | $404,278 | $166,242+143.2% | $165,071+144.9% | $145,884+177.1% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.6%-43.6pp | 80.3%-45.3pp |
| Annual return | 16.71% | 100.44%-83.7pp | 70.17%-53.5pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,059 | $6,964-13.0% | $6,035+0.4% | $6,690-9.4% |
| Admin fee / account holder | $388 | $16,658-97.7% | $12,695-96.9% | $13,392-97.1% |