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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 | $363,558 | $275,752+31.8% | $256,809+41.6% | $198,609+83.1% |
| Participation rate | 62.5% | 89.2%-26.7pp | 88.5%-26.0pp | 82.4%-19.9pp |
| Annual return | 13.73% | 34.81%-21.1pp | 32.73%-19.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,814 | $10,037-22.1% | $9,520-17.9% | $6,977+12.0% |
| Admin fee / account holder | $1,386 | $25,716-94.6% | $25,146-94.5% | $19,030-92.7% |