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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 | $753,014 | $115,814+550.2% | $101,275+643.5% | $158,982+373.6% |
| Participation rate | 9.1% | 79.4%-70.3pp | 75.8%-66.7pp | 82.0%-72.9pp |
| Annual return | 18.16% | 56.16%-38.0pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,472 | $4,958-50.1% | $4,371-43.4% | $5,983-58.7% |
| Admin fee / account holder | $157,275 | $7,249+2069.7% | $5,948+2544.2% | $11,252+1297.8% |