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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 | $351,460 | $201,372+74.5% | $184,260+90.7% | $145,884+140.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 28.20% | 29.04%-0.8pp | 28.84%-0.6pp | 551.85%-523.6pp |
| Employer contribution / active EE | $1,335 | $7,024-81.0% | $6,427-79.2% | $4,662-71.4% |
| Participant deferral / active EE | $4,542 | $9,808-53.7% | $9,133-50.3% | $6,690-32.1% |
| Admin fee / account holder | $8,017 | $16,362-51.0% | $13,898-42.3% | $13,392-40.1% |