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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 | $300,042 | $223,823+34.1% | $211,142+42.1% | $154,746+93.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.12% | 50.39%-33.3pp | 46.84%-29.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $118 | $6,787-98.3% | $6,442-98.2% | $4,379-97.3% |
| Participant deferral / active EE | $7,833 | $9,750-19.7% | $9,284-15.6% | $6,730+16.4% |
| Admin fee / account holder | $320 | $19,707-98.4% | $19,076-98.3% | $14,365-97.8% |