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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 | $303,074 | $196,972+53.9% | $182,262+66.3% | $198,609+52.6% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 6.53% | 158.27%-151.7pp | 140.60%-134.1pp | 202.70%-196.2pp |
| Employer contribution / active EE | $933 | $5,364-82.6% | $5,046-81.5% | $5,055-81.5% |
| Participant deferral / active EE | $10,333 | $8,643+19.6% | $8,276+24.9% | $6,977+48.1% |
| Admin fee / account holder | $4,396 | $18,429-76.1% | $16,712-73.7% | $19,030-76.9% |