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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 | $250,998 | $165,361+51.8% | $149,715+67.7% | $158,950+57.9% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 15.21% | 348.24%-333.0pp | 276.66%-261.5pp | 302.91%-287.7pp |
| Employer contribution / active EE | $94 | $5,103-98.2% | $4,645-98.0% | $4,762-98.0% |
| Participant deferral / active EE | $9,742 | $7,182+35.7% | $6,842+42.4% | $5,983+62.8% |
| Admin fee / account holder | $33,265 | $10,808+207.8% | $9,310+257.3% | $11,248+195.7% |