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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 | $393,891 | $196,972+100.0% | $182,262+116.1% | $198,609+98.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 18.17% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,092 | $5,364-79.6% | $5,046-78.4% | $5,055-78.4% |
| Participant deferral / active EE | $10,895 | $8,643+26.1% | $8,276+31.6% | $6,977+56.2% |
| Admin fee / account holder | $1,578 | $18,429-91.4% | $16,712-90.6% | $19,030-91.7% |