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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 | $287,942 | $201,344+43.0% | $184,243+56.3% | $145,877+97.4% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 20.13% | 29.01%-8.9pp | 28.82%-8.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,162 | $7,022-83.4% | $6,427-81.9% | $4,663-75.1% |
| Participant deferral / active EE | $9,791 | $9,807-0.2% | $9,132+7.2% | $6,691+46.3% |
| Admin fee / account holder | $2,532 | $16,382-84.5% | $13,914-81.8% | $13,402-81.1% |