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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 | $433,632 | $183,539+136.3% | $155,556+178.8% | $145,897+197.2% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.6pp | 80.3%-53.6pp |
| Annual return | 14.84% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $992 | $5,315-81.3% | $4,675-78.8% | $4,663-78.7% |
| Participant deferral / active EE | $2,772 | $6,467-57.1% | $5,631-50.8% | $6,689-58.6% |
| Admin fee / account holder | $3,097 | $19,275-83.9% | $15,885-80.5% | $13,390-76.9% |