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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 | $255,055 | $201,264+26.7% | $184,185+38.5% | $145,978+74.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.45% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $756 | $7,021-89.2% | $6,426-88.2% | $4,662-83.8% |
| Participant deferral / active EE | $5,810 | $9,806-40.8% | $9,132-36.4% | $6,690-13.2% |
| Admin fee / account holder | $2,621 | $16,376-84.0% | $13,909-81.2% | $13,400-80.4% |