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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 | $174,379+102.7% | $152,093+132.4% | $138,895+154.4% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 14.11% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $425 | $4,652-90.9% | $4,175-89.8% | $4,194-89.9% |
| Participant deferral / active EE | $7,750 | $6,159+25.8% | $5,451+42.2% | $6,396+21.2% |
| Admin fee / account holder | $3,042 | $16,880-82.0% | $14,497-79.0% | $12,562-75.8% |