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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 | $341,890 | $138,114+147.5% | $125,391+172.7% | $134,545+154.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -16.66% | 750.88%-767.5pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $800 | $5,246-84.8% | $4,816-83.4% | $4,742-83.1% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $1,055 | $11,570-90.9% | $10,009-89.5% | $11,431-90.8% |