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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 | $258,145 | $201,372+28.2% | $184,260+40.1% | $145,884+77.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 12.68% | 29.04%-16.4pp | 28.84%-16.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,606 | $9,808-42.8% | $9,133-38.6% | $6,690-16.2% |
| Admin fee / account holder | $67,856 | $16,362+314.7% | $13,898+388.2% | $13,392+406.7% |