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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 | $650,971 | $217,432+199.4% | $185,851+250.3% | $167,553+288.5% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 9.40% | 148.43%-139.0pp | 122.11%-112.7pp | 478.89%-469.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,513 | $6,357+18.2% | $5,569+34.9% | $6,343+18.4% |
| Admin fee / account holder | $198,132 | $19,820+899.6% | $16,245+1119.6% | $12,316+1508.7% |