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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 | $388,322 | $111,785+247.4% | $93,669+314.6% | $145,877+166.2% |
| Participation rate | 26.7% | 74.2%-47.6pp | 68.7%-42.1pp | 80.3%-53.6pp |
| Annual return | 17.94% | 203.79%-185.8pp | 133.59%-115.7pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,633 | $4,919+55.2% | $4,416+72.9% | $6,691+14.1% |
| Admin fee / account holder | $3,323 | $10,256-67.6% | $8,291-59.9% | $13,402-75.2% |