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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 | $505,257 | $201,370+150.9% | $184,256+174.2% | $145,897+246.3% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 20.80% | 29.05%-8.3pp | 28.85%-8.0pp | 552.29%-531.5pp |
| Employer contribution / active EE | $1,060 | $7,024-84.9% | $6,427-83.5% | $4,663-77.3% |
| Participant deferral / active EE | $10,000 | $9,808+2.0% | $9,133+9.5% | $6,689+49.5% |
| Admin fee / account holder | $5,001 | $16,364-69.4% | $13,899-64.0% | $13,390-62.7% |