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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 | $393,822 | $162,136+142.9% | $152,301+158.6% | $154,746+154.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 16.01% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $360 | $4,890-92.6% | $4,624-92.2% | $4,379-91.8% |
| Participant deferral / active EE | $5,250 | $8,341-37.1% | $8,004-34.4% | $6,730-22.0% |
| Admin fee / account holder | $3,786 | $15,759-76.0% | $14,398-73.7% | $14,365-73.6% |