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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 | $373,265 | $199,109+87.5% | $173,730+114.9% | $154,746+141.2% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 9.65% | 20.02%-10.4pp | 19.96%-10.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,113 | $5,311-79.0% | $4,577-75.7% | $4,379-74.6% |
| Participant deferral / active EE | $5,780 | $7,113-18.7% | $6,326-8.6% | $6,730-14.1% |
| Admin fee / account holder | $29,388 | $20,916+40.5% | $17,523+67.7% | $14,365+104.6% |