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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 | $482,323 | $112,935+327.1% | $90,970+430.2% | $158,966+203.4% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 26.16% | 215.79%-189.6pp | 134.58%-108.4pp | 302.95%-276.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,921 | $4,129-29.3% | $3,373-13.4% | $5,983-51.2% |
| Admin fee / account holder | $16,707 | $8,045+107.7% | $5,960+180.3% | $11,250+48.5% |