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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 | $283,263 | $156,398+81.1% | $147,318+92.3% | $138,895+103.9% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 79.9%-15.2pp |
| Annual return | 16.63% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $571 | $4,853-88.2% | $4,593-87.6% | $4,194-86.4% |
| Participant deferral / active EE | $7,844 | $8,237-4.8% | $7,906-0.8% | $6,396+22.6% |
| Admin fee / account holder | $1,696 | $14,976-88.7% | $13,708-87.6% | $12,562-86.5% |