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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 | $263,967 | $227,399+16.1% | $189,758+39.1% | $198,609+32.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 13.18% | 61.03%-47.9pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,237 | $5,526-77.6% | $4,767-74.0% | $5,055-75.5% |
| Participant deferral / active EE | $10,813 | $6,837+58.2% | $5,856+84.7% | $6,977+55.0% |
| Admin fee / account holder | $10,070 | $25,162-60.0% | $20,388-50.6% | $19,030-47.1% |