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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 | $277,362 | $156,398+77.3% | $147,318+88.3% | $138,895+99.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.81% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $875 | $4,853-82.0% | $4,593-81.0% | $4,194-79.1% |
| Participant deferral / active EE | $13,364 | $8,237+62.2% | $7,906+69.0% | $6,396+108.9% |
| Admin fee / account holder | $60,800 | $14,976+306.0% | $13,708+343.6% | $12,562+384.0% |