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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 | $353,422 | $196,972+79.4% | $182,262+93.9% | $198,609+77.9% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 14.11% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,300 | $5,364-75.8% | $5,046-74.2% | $5,055-74.3% |
| Participant deferral / active EE | $5,100 | $8,643-41.0% | $8,276-38.4% | $6,977-26.9% |
| Admin fee / account holder | $1,667 | $18,429-91.0% | $16,712-90.0% | $19,030-91.2% |