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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 | $283,893 | $183,516+54.7% | $155,534+82.5% | $145,884+94.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.93% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $901 | $5,315-83.0% | $4,675-80.7% | $4,662-80.7% |
| Participant deferral / active EE | $9,000 | $6,467+39.2% | $5,630+59.8% | $6,690+34.5% |
| Admin fee / account holder | $2,568 | $19,293-86.7% | $15,900-83.8% | $13,392-80.8% |