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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 | $311,814 | $217,432+43.4% | $185,849+67.8% | $167,536+86.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.38% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $659 | $5,875-88.8% | $5,169-87.3% | $4,839-86.4% |
| Participant deferral / active EE | $6,776 | $6,357+6.6% | $5,569+21.7% | $6,342+6.8% |
| Admin fee / account holder | $25,000 | $19,818+26.1% | $16,244+53.9% | $12,315+103.0% |