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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 | $307,204 | $201,372+52.6% | $184,260+66.7% | $145,884+110.6% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 35.76% | 29.04%+6.7pp | 28.84%+6.9pp | 551.85%-516.1pp |
| Employer contribution / active EE | $1,429 | $7,024-79.7% | $6,427-77.8% | $4,662-69.3% |
| Participant deferral / active EE | $8,164 | $9,808-16.8% | $9,133-10.6% | $6,690+22.0% |
| Admin fee / account holder | $1,861 | $16,362-88.6% | $13,898-86.6% | $13,392-86.1% |