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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 | $162,136+148.0% | $152,301+164.1% | $154,746+159.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.53% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $413 | $4,890-91.6% | $4,624-91.1% | $4,379-90.6% |
| Participant deferral / active EE | $8,572 | $8,341+2.8% | $8,004+7.1% | $6,730+27.4% |
| Admin fee / account holder | $10,703 | $15,759-32.1% | $14,398-25.7% | $14,365-25.5% |