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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 | $348,983 | $162,136+115.2% | $152,301+129.1% | $154,746+125.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.78% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $157 | $4,890-96.8% | $4,624-96.6% | $4,379-96.4% |
| Participant deferral / active EE | $7,946 | $8,341-4.7% | $8,004-0.7% | $6,730+18.1% |
| Admin fee / account holder | $18,851 | $15,759+19.6% | $14,398+30.9% | $14,365+31.2% |