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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 | $479,050 | $201,370+137.9% | $184,256+160.0% | $145,897+228.3% |
| Participation rate | 27.3% | 87.5%-60.2pp | 86.8%-59.6pp | 80.3%-53.0pp |
| Annual return | 10.22% | 29.05%-18.8pp | 28.85%-18.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,444 | $7,024-79.4% | $6,427-77.5% | $4,663-69.0% |
| Participant deferral / active EE | $5,722 | $9,808-41.7% | $9,133-37.4% | $6,689-14.5% |
| Admin fee / account holder | $828 | $16,364-94.9% | $13,899-94.0% | $13,390-93.8% |