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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 | $351,403 | $275,752+27.4% | $256,809+36.8% | $198,609+76.9% |
| Participation rate | 69.2% | 89.2%-19.9pp | 88.5%-19.3pp | 82.4%-13.1pp |
| Annual return | 7.33% | 34.81%-27.5pp | 32.73%-25.4pp | 202.70%-195.4pp |
| Employer contribution / active EE | $335 | $7,721-95.7% | $7,263-95.4% | $5,055-93.4% |
| Participant deferral / active EE | $15,445 | $10,037+53.9% | $9,520+62.2% | $6,977+121.4% |
| Admin fee / account holder | $2,524 | $25,716-90.2% | $25,146-90.0% | $19,030-86.7% |