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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 | $363,636 | $213,785+70.1% | $185,441+96.1% | $155,188+134.3% |
| Participation rate | 62.5% | 83.2%-20.7pp | 80.3%-17.8pp | 80.8%-18.3pp |
| Annual return | 9.87% | 19.97%-10.1pp | 20.16%-10.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $922 | $5,393-82.9% | $4,672-80.3% | $4,248-78.3% |
| Participant deferral / active EE | $9,220 | $6,864+34.3% | $6,152+49.9% | $6,531+41.2% |
| Admin fee / account holder | $40,366 | $21,134+91.0% | $17,890+125.6% | $14,480+178.8% |