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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 | $353,683 | $176,786+100.1% | $146,643+141.2% | $167,536+111.1% |
| Participation rate | 41.7% | 83.6%-42.0pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 20.63% | 24.04%-3.4pp | 22.75%-2.1pp | 478.82%-458.2pp |
| Employer contribution / active EE | $562 | $5,161-89.1% | $4,137-86.4% | $4,839-88.4% |
| Participant deferral / active EE | $2,902 | $6,440-54.9% | $5,506-47.3% | $6,342-54.2% |
| Admin fee / account holder | $1,667 | $13,262-87.4% | $10,280-83.8% | $12,315-86.5% |