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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 | $373,095 | $107,368+247.5% | $92,915+301.5% | $152,909+144.0% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.5%-64.3pp |
| Annual return | 24.02% | 145.64%-121.6pp | 109.45%-85.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,710 | $4,848-44.1% | $4,238-36.1% | $5,851-53.7% |
| Admin fee / account holder | $27,500 | $7,082+288.3% | $5,796+374.5% | $11,601+137.1% |