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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 | $290,054 | $212,386+36.6% | $199,883+45.1% | $138,895+108.8% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 18.43% | 47.75%-29.3pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $289 | $6,625-95.6% | $6,261-95.4% | $4,194-93.1% |
| Participant deferral / active EE | $7,231 | $9,617-24.8% | $9,138-20.9% | $6,396+13.0% |
| Admin fee / account holder | $3,910 | $18,233-78.6% | $17,268-77.4% | $12,562-68.9% |