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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 | $267,091 | $148,582+79.8% | $135,942+96.5% | $139,456+91.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.45% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $917 | $5,245-82.5% | $4,858-81.1% | $4,753-80.7% |
| Participant deferral / active EE | $4,234 | $8,101-47.7% | $7,759-45.4% | $6,711-36.9% |
| Admin fee / account holder | $33,370 | $12,402+169.1% | $10,764+210.0% | $11,407+192.5% |