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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 | $252,592 | $174,379+44.9% | $152,093+66.1% | $138,895+81.9% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 25.23% | 74.86%-49.6pp | 66.36%-41.1pp | 145.39%-120.2pp |
| Employer contribution / active EE | $697 | $4,652-85.0% | $4,175-83.3% | $4,194-83.4% |
| Participant deferral / active EE | $3,100 | $6,159-49.7% | $5,451-43.1% | $6,396-51.5% |
| Admin fee / account holder | $3,884 | $16,880-77.0% | $14,497-73.2% | $12,562-69.1% |