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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 | $402,163 | $154,228+160.8% | $145,433+176.5% | $137,256+193.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.53% | 74.59%-59.1pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $413 | $4,804-91.4% | $4,554-90.9% | $4,156-90.1% |
| Participant deferral / active EE | $8,572 | $8,216+4.3% | $7,897+8.5% | $6,407+33.8% |
| Admin fee / account holder | $10,703 | $14,344-25.4% | $13,129-18.5% | $12,270-12.8% |