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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 | $288,840 | $162,821+77.4% | $133,978+115.6% | $158,982+81.7% |
| Participation rate | 38.5% | 83.2%-44.8pp | 79.8%-41.4pp | 82.0%-43.5pp |
| Annual return | 14.70% | 41.95%-27.2pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $569 | $4,976-88.6% | $3,919-85.5% | $4,763-88.0% |
| Participant deferral / active EE | $2,729 | $5,910-53.8% | $5,047-45.9% | $5,983-54.4% |
| Admin fee / account holder | $1,667 | $11,742-85.8% | $8,930-81.3% | $11,252-85.2% |