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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 | $281,700 | $117,895+138.9% | $102,460+174.9% | $145,897+93.1% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 14.55% | 31.92%-17.4pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $808 | $3,619-77.7% | $3,025-73.3% | $4,663-82.7% |
| Participant deferral / active EE | $5,508 | $5,736-4.0% | $5,056+8.9% | $6,689-17.7% |
| Admin fee / account holder | $5,457 | $13,353-59.1% | $9,460-42.3% | $13,390-59.2% |