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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 | $413,300 | $185,312+123.0% | $161,489+155.9% | $154,746+167.1% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.7%-66.2pp | 80.7%-68.2pp |
| Annual return | 13.01% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $606 | $4,769-87.3% | $4,268-85.8% | $4,379-86.2% |
| Participant deferral / active EE | $3,000 | $6,350-52.8% | $5,630-46.7% | $6,730-55.4% |
| Admin fee / account holder | $3,370 | $18,654-81.9% | $16,006-78.9% | $14,365-76.5% |