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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 | $269,015 | $154,228+74.4% | $145,433+85.0% | $137,256+96.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.78% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $303 | $4,804-93.7% | $4,554-93.3% | $4,156-92.7% |
| Participant deferral / active EE | $3,754 | $8,216-54.3% | $7,897-52.5% | $6,407-41.4% |
| Admin fee / account holder | $2,158 | $14,344-85.0% | $13,129-83.6% | $12,270-82.4% |