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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 | $340,598 | $181,062+88.1% | $158,223+115.3% | $155,188+119.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 14.63% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $586 | $4,565-87.2% | $4,109-85.7% | $4,248-86.2% |
| Participant deferral / active EE | $6,500 | $6,134+6.0% | $5,467+18.9% | $6,531-0.5% |
| Admin fee / account holder | $1,686 | $18,825-91.0% | $16,047-89.5% | $14,480-88.4% |