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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 | $353,418 | $181,062+95.2% | $158,223+123.4% | $155,188+127.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 14.11% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $425 | $4,565-90.7% | $4,109-89.7% | $4,248-90.0% |
| Participant deferral / active EE | $7,750 | $6,134+26.3% | $5,467+41.8% | $6,531+18.7% |
| Admin fee / account holder | $3,042 | $18,825-83.8% | $16,047-81.0% | $14,480-79.0% |