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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 | $288,847 | $198,457+45.5% | $170,435+69.5% | $147,586+95.7% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 19.81% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,148 | $6,183-81.4% | $5,432-78.9% | $4,876-76.5% |
| Participant deferral / active EE | $9,200 | $5,629+63.4% | $4,939+86.3% | $5,439+69.2% |
| Admin fee / account holder | $1,639 | $16,852-90.3% | $13,881-88.2% | $10,886-84.9% |