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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 | $308,483 | $135,905+127.0% | $126,068+144.7% | $198,609+55.3% |
| Participation rate | 33.3% | 85.6%-52.3pp | 84.7%-51.4pp | 82.4%-49.0pp |
| Annual return | 15.89% | 14.07%+1.8pp | 15.01%+0.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $507 | $4,245-88.1% | $3,968-87.2% | $5,055-90.0% |
| Participant deferral / active EE | $6,697 | $8,523-21.4% | $8,214-18.5% | $6,977-4.0% |
| Admin fee / account holder | $3,378 | $21,036-83.9% | $18,264-81.5% | $19,030-82.3% |