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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 | $453,474 | $154,228+194.0% | $145,433+211.8% | $137,256+230.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $788 | $4,804-83.6% | $4,554-82.7% | $4,156-81.0% |
| Participant deferral / active EE | $2,922 | $8,216-64.4% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $11,085 | $14,344-22.7% | $13,129-15.6% | $12,270-9.7% |