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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 | $357,767 | $162,136+120.7% | $152,301+134.9% | $154,746+131.2% |
| Participation rate | 11.1% | 84.1%-73.0pp | 82.4%-71.3pp | 80.7%-69.6pp |
| Annual return | 19.98% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $893 | $4,890-81.7% | $4,624-80.7% | $4,379-79.6% |
| Participant deferral / active EE | $3,861 | $8,341-53.7% | $8,004-51.8% | $6,730-42.6% |
| Admin fee / account holder | $1,712 | $15,759-89.1% | $14,398-88.1% | $14,365-88.1% |