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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 | $304,316 | $209,425+45.3% | $178,499+70.5% | $158,966+91.4% |
| Participation rate | 40.9% | 86.4%-45.4pp | 81.9%-41.0pp | 82.0%-41.1pp |
| Annual return | 10.66% | 188.80%-178.1pp | 151.10%-140.4pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,003 | $5,707-82.4% | $5,011-80.0% | $4,762-78.9% |
| Participant deferral / active EE | $3,470 | $5,955-41.7% | $5,202-33.3% | $5,983-42.0% |
| Admin fee / account holder | $1,336 | $17,078-92.2% | $13,986-90.4% | $11,250-88.1% |