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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 | $280,223 | $183,592+52.6% | $155,567+80.1% | $145,959+92.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.58% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $971 | $5,315-81.7% | $4,674-79.2% | $4,661-79.2% |
| Participant deferral / active EE | $6,538 | $6,464+1.1% | $5,628+16.2% | $6,689-2.2% |
| Admin fee / account holder | $2,471 | $19,318-87.2% | $15,916-84.5% | $13,398-81.6% |