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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 | $301,330 | $155,555+93.7% | $146,866+105.2% | $155,188+94.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 14.91% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,410 | $8,044-20.3% | $7,759-17.4% | $6,531-1.9% |
| Admin fee / account holder | $2,350 | $14,755-84.1% | $13,620-82.7% | $14,480-83.8% |