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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 | $987,943 | $106,280+829.6% | $96,538+923.4% | $139,487+608.3% |
| Participation rate | 10.0% | 77.8%-67.8pp | 74.3%-64.3pp | 80.3%-70.3pp |
| Annual return | 23.82% | 38.48%-14.7pp | 35.74%-11.9pp | 373.84%-350.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,848 | $5,457-47.8% | $4,880-41.6% | $6,713-57.6% |
| Admin fee / account holder | $5,763 | $7,888-26.9% | $6,737-14.5% | $11,407-49.5% |