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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 | $265,292 | $156,398+69.6% | $147,318+80.1% | $138,895+91.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.05% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $686 | $4,853-85.9% | $4,593-85.1% | $4,194-83.6% |
| Participant deferral / active EE | $9,069 | $8,237+10.1% | $7,906+14.7% | $6,396+41.8% |
| Admin fee / account holder | $1,517 | $14,976-89.9% | $13,708-88.9% | $12,562-87.9% |