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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 | $391,202 | $162,785+140.3% | $133,959+192.0% | $158,950+146.1% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 12.06% | 41.94%-29.9pp | 45.09%-33.0pp | 302.91%-290.8pp |
| Employer contribution / active EE | $255 | $4,975-94.9% | $3,919-93.5% | $4,762-94.7% |
| Participant deferral / active EE | $4,190 | $5,910-29.1% | $5,047-17.0% | $5,983-30.0% |
| Admin fee / account holder | $955 | $11,738-91.9% | $8,928-89.3% | $11,248-91.5% |