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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 | $915,828 | $124,330+636.6% | $109,173+738.9% | $167,536+446.6% |
| Participation rate | 10.0% | 79.5%-69.5pp | 75.9%-65.9pp | 82.1%-72.1pp |
| Annual return | 18.17% | 26.04%-7.9pp | 25.75%-7.6pp | 478.82%-460.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,600 | $5,256-50.5% | $4,654-44.1% | $6,342-59.0% |
| Admin fee / account holder | $4,631 | $7,974-41.9% | $6,755-31.4% | $12,315-62.4% |