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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 | $405,843 | $183,516+121.1% | $155,534+160.9% | $145,884+178.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 9.53% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $255 | $5,315-95.2% | $4,675-94.6% | $4,662-94.5% |
| Participant deferral / active EE | $5,875 | $6,467-9.1% | $5,630+4.3% | $6,690-12.2% |
| Admin fee / account holder | $2,869 | $19,293-85.1% | $15,900-82.0% | $13,392-78.6% |