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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 | $372,116 | $183,539+102.7% | $155,556+139.2% | $145,897+155.1% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 18.72% | 61.31%-42.6pp | 64.84%-46.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,009 | $5,315-81.0% | $4,675-78.4% | $4,663-78.4% |
| Participant deferral / active EE | $5,491 | $6,467-15.1% | $5,631-2.5% | $6,689-17.9% |
| Admin fee / account holder | $1,306 | $19,275-93.2% | $15,885-91.8% | $13,390-90.2% |