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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 | $434,030 | $162,136+167.7% | $152,301+185.0% | $154,746+180.5% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 23.76% | 91.02%-67.3pp | 80.50%-56.7pp | 172.34%-148.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,242 | $8,341-13.2% | $8,004-9.5% | $6,730+7.6% |
| Admin fee / account holder | $1,536 | $15,759-90.3% | $14,398-89.3% | $14,365-89.3% |