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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 | $256,638 | $129,737+97.8% | $119,126+115.4% | $154,746+65.8% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 14.40% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $576 | $4,375-86.8% | $4,034-85.7% | $4,379-86.8% |
| Participant deferral / active EE | $2,377 | $5,842-59.3% | $5,318-55.3% | $6,730-64.7% |
| Admin fee / account holder | $9,404 | $11,961-21.4% | $10,693-12.1% | $14,365-34.5% |