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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 | $370,544 | $162,136+128.5% | $152,301+143.3% | $154,746+139.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.08% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $517 | $4,890-89.4% | $4,624-88.8% | $4,379-88.2% |
| Participant deferral / active EE | $5,417 | $8,341-35.1% | $8,004-32.3% | $6,730-19.5% |
| Admin fee / account holder | $103,817 | $15,759+558.8% | $14,398+621.1% | $14,365+622.7% |