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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 | $257,705 | $197,637+30.4% | $177,848+44.9% | $158,982+62.1% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 8.98% | 58.77%-49.8pp | 48.33%-39.4pp | 302.99%-294.0pp |
| Employer contribution / active EE | $408 | $6,698-93.9% | $5,919-93.1% | $4,763-91.4% |
| Participant deferral / active EE | $8,663 | $8,405+3.1% | $7,714+12.3% | $5,983+44.8% |
| Admin fee / account holder | $645 | $15,406-95.8% | $12,431-94.8% | $11,252-94.3% |