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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 | $288,399 | $223,823+28.9% | $211,142+36.6% | $154,746+86.4% |
| Participation rate | 59.1% | 87.9%-28.8pp | 87.3%-28.2pp | 80.7%-21.6pp |
| Annual return | 18.86% | 50.39%-31.5pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,835 | $9,750-29.9% | $9,284-26.4% | $6,730+1.6% |
| Admin fee / account holder | $3,012 | $19,707-84.7% | $19,076-84.2% | $14,365-79.0% |