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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 | $305,200 | $183,539+66.3% | $155,556+96.2% | $145,897+109.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.55% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $800 | $5,315-85.0% | $4,675-82.9% | $4,663-82.8% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,631+36.2% | $6,689+14.6% |
| Admin fee / account holder | $1,320 | $19,275-93.2% | $15,885-91.7% | $13,390-90.1% |