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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 | $461,759 | $174,379+164.8% | $152,093+203.6% | $138,895+232.5% |
| Participation rate | 18.8% | 81.6%-62.9pp | 77.8%-59.0pp | 79.9%-61.2pp |
| Annual return | 19.98% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $643 | $4,652-86.2% | $4,175-84.6% | $4,194-84.7% |
| Participant deferral / active EE | $3,100 | $6,159-49.7% | $5,451-43.1% | $6,396-51.5% |
| Admin fee / account holder | $405 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |