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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 | $404,272 | $162,136+149.3% | $152,301+165.4% | $154,746+161.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.40% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $800 | $4,890-83.6% | $4,624-82.7% | $4,379-81.7% |
| Participant deferral / active EE | $10,000 | $8,341+19.9% | $8,004+24.9% | $6,730+48.6% |
| Admin fee / account holder | $2,997 | $15,759-81.0% | $14,398-79.2% | $14,365-79.1% |