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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 | $348,093 | $223,823+55.5% | $211,142+64.9% | $154,746+124.9% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 15.34% | 50.39%-35.1pp | 46.84%-31.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $801 | $6,787-88.2% | $6,442-87.6% | $4,379-81.7% |
| Participant deferral / active EE | $6,645 | $9,750-31.8% | $9,284-28.4% | $6,730-1.3% |
| Admin fee / account holder | $2,003 | $19,707-89.8% | $19,076-89.5% | $14,365-86.1% |