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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 | $111,878+247.1% | $93,727+314.3% | $145,897+166.2% |
| Participation rate | 26.7% | 74.2%-47.5pp | 68.7%-42.0pp | 80.3%-53.6pp |
| Annual return | 17.94% | 204.28%-186.3pp | 133.83%-115.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,633 | $4,920+55.1% | $4,417+72.8% | $6,689+14.1% |
| Admin fee / account holder | $3,323 | $10,256-67.6% | $8,292-59.9% | $13,390-75.2% |