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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 | $313,779 | $154,228+103.5% | $145,433+115.8% | $137,256+128.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.51% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $159 | $4,804-96.7% | $4,554-96.5% | $4,156-96.2% |
| Participant deferral / active EE | $11,161 | $8,216+35.8% | $7,897+41.3% | $6,407+74.2% |
| Admin fee / account holder | $1,407 | $14,344-90.2% | $13,129-89.3% | $12,270-88.5% |