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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 | $429,336 | $196,972+118.0% | $182,262+135.6% | $198,609+116.2% |
| Participation rate | 53.3% | 85.7%-32.4pp | 84.2%-30.9pp | 82.4%-29.0pp |
| Annual return | 14.01% | 158.27%-144.3pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $52 | $5,364-99.0% | $5,046-99.0% | $5,055-99.0% |
| Participant deferral / active EE | $5,238 | $8,643-39.4% | $8,276-36.7% | $6,977-24.9% |
| Admin fee / account holder | $21,767 | $18,429+18.1% | $16,712+30.2% | $19,030+14.4% |