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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 | $258,385 | $148,582+73.9% | $135,942+90.1% | $139,456+85.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.97% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $903 | $5,245-82.8% | $4,858-81.4% | $4,753-81.0% |
| Participant deferral / active EE | $5,462 | $8,101-32.6% | $7,759-29.6% | $6,711-18.6% |
| Admin fee / account holder | $2,019 | $12,402-83.7% | $10,764-81.2% | $11,407-82.3% |