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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 | $352,127 | $198,462+77.4% | $170,439+106.6% | $147,585+138.6% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 9.72% | 257.30%-247.6pp | 205.94%-196.2pp | 578.58%-568.9pp |
| Employer contribution / active EE | $1,047 | $6,184-83.1% | $5,433-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $3,421 | $5,629-39.2% | $4,939-30.7% | $5,439-37.1% |
| Admin fee / account holder | $2,361 | $16,852-86.0% | $13,881-83.0% | $10,886-78.3% |