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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 | $377,775 | $107,363+251.9% | $92,909+306.6% | $152,897+147.1% |
| Participation rate | 18.8% | 79.8%-61.0pp | 76.0%-57.3pp | 82.5%-63.7pp |
| Annual return | 33.06% | 145.63%-112.6pp | 109.44%-76.4pp | 345.43%-312.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,271 | $4,848-53.2% | $4,238-46.4% | $5,851-61.2% |
| Admin fee / account holder | $3,668 | $7,082-48.2% | $5,795-36.7% | $11,599-68.4% |