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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 | $286,553 | $108,882+163.2% | $96,754+196.2% | $154,746+85.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 12.40% | 98.39%-86.0pp | 82.04%-69.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | -$4,345 | $3,018-244.0% | $2,679-262.2% | $4,379-199.2% |
| Participant deferral / active EE | $21,436 | $5,323+302.7% | $4,758+350.5% | $6,730+218.5% |
| Admin fee / account holder | $3,628 | $10,200-64.4% | $8,905-59.3% | $14,365-74.7% |