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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 | $310,234 | $183,516+69.0% | $155,534+99.5% | $145,884+112.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.18% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $650 | $5,315-87.8% | $4,675-86.1% | $4,662-86.1% |
| Participant deferral / active EE | $2,600 | $6,467-59.8% | $5,630-53.8% | $6,690-61.1% |
| Admin fee / account holder | $417 | $19,293-97.8% | $15,900-97.4% | $13,392-96.9% |