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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 | $267,208 | $135,956+96.5% | $123,894+115.7% | $273,972-2.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 9.35% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $756 | $5,170-85.4% | $4,617-83.6% | $4,869-84.5% |
| Participant deferral / active EE | $17,200 | $6,343+171.2% | $5,984+187.4% | $5,287+225.3% |
| Admin fee / account holder | $1,644 | $9,817-83.3% | $8,357-80.3% | $10,133-83.8% |