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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 | $382,780 | $227,291+68.4% | $214,702+78.3% | $155,188+146.7% |
| Participation rate | 54.5% | 88.0%-33.4pp | 87.5%-32.9pp | 80.8%-26.3pp |
| Annual return | 15.41% | 60.08%-44.7pp | 54.55%-39.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,826 | $9,582+13.0% | $9,147+18.4% | $6,531+65.8% |
| Admin fee / account holder | $1,194 | $20,413-94.2% | $19,830-94.0% | $14,480-91.8% |