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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 | $300,476 | $183,539+63.7% | $155,556+93.2% | $145,897+105.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.10% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $673 | $5,315-87.3% | $4,675-85.6% | $4,663-85.6% |
| Participant deferral / active EE | $11,795 | $6,467+82.4% | $5,631+109.5% | $6,689+76.3% |
| Admin fee / account holder | $25,270 | $19,275+31.1% | $15,885+59.1% | $13,390+88.7% |