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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 | $433,971 | $183,516+136.5% | $155,534+179.0% | $145,884+197.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 17.84% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $990 | $5,315-81.4% | $4,675-78.8% | $4,662-78.8% |
| Participant deferral / active EE | $2,115 | $6,467-67.3% | $5,630-62.4% | $6,690-68.4% |
| Admin fee / account holder | $3,047 | $19,293-84.2% | $15,900-80.8% | $13,392-77.2% |