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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 | $453,144 | $162,136+179.5% | $152,301+197.5% | $154,746+192.8% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 18.90% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $800 | $4,890-83.6% | $4,624-82.7% | $4,379-81.7% |
| Participant deferral / active EE | $6,100 | $8,341-26.9% | $8,004-23.8% | $6,730-9.4% |
| Admin fee / account holder | $1,799 | $15,759-88.6% | $14,398-87.5% | $14,365-87.5% |