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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 | $252,097 | $166,242+51.6% | $165,071+52.7% | $145,884+72.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 31.59% | 100.44%-68.9pp | 70.17%-38.6pp | 551.85%-520.3pp |
| Employer contribution / active EE | $519 | $5,283-90.2% | $4,347-88.1% | $4,662-88.9% |
| Participant deferral / active EE | $2,857 | $6,964-59.0% | $6,035-52.7% | $6,690-57.3% |
| Admin fee / account holder | $314 | $16,658-98.1% | $12,695-97.5% | $13,392-97.7% |