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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 | $270,961 | $178,174+52.1% | $156,181+73.5% | $137,256+97.4% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 17.78% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $839 | $4,972-83.1% | $4,294-80.5% | $4,156-79.8% |
| Participant deferral / active EE | $5,212 | $6,888-24.3% | $6,132-15.0% | $6,407-18.7% |
| Admin fee / account holder | $6,554 | $17,404-62.3% | $14,586-55.1% | $12,270-46.6% |