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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 | $259,070 | $181,896+42.4% | $156,551+65.5% | $273,972-5.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.39% | 30.74%-24.4pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $990 | $6,248-84.2% | $5,501-82.0% | $4,869-79.7% |
| Participant deferral / active EE | $16,017 | $5,550+188.6% | $4,871+228.8% | $5,287+202.9% |
| Admin fee / account holder | $3,446 | $15,560-77.9% | $13,028-73.6% | $10,133-66.0% |