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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 | $324,660 | $178,174+82.2% | $156,181+107.9% | $137,256+136.5% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.8%-26.2pp | 80.0%-27.3pp |
| Annual return | 18.67% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $825 | $4,972-83.4% | $4,294-80.8% | $4,156-80.1% |
| Participant deferral / active EE | $2,689 | $6,888-61.0% | $6,132-56.1% | $6,407-58.0% |
| Admin fee / account holder | $11,461 | $17,404-34.1% | $14,586-21.4% | $12,270-6.6% |