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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 | $307,448 | $154,228+99.3% | $145,433+111.4% | $137,256+124.0% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 15.23% | 74.59%-59.4pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $514 | $4,804-89.3% | $4,554-88.7% | $4,156-87.6% |
| Participant deferral / active EE | $3,114 | $8,216-62.1% | $7,897-60.6% | $6,407-51.4% |
| Admin fee / account holder | $2,822 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |