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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 | $409,683 | $148,623+175.7% | $135,974+201.3% | $139,466+193.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 23.90% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $776 | $5,246-85.2% | $4,859-84.0% | $4,754-83.7% |
| Participant deferral / active EE | $9,400 | $8,103+16.0% | $7,760+21.1% | $6,712+40.0% |
| Admin fee / account holder | $1,247 | $12,406-89.9% | $10,767-88.4% | $11,409-89.1% |