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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 | $447,152 | $56,431+692.4% | $130,788+241.9% | $87,485+411.1% |
| Participation rate | 23.7% | 58.9%-35.3pp | 70.1%-46.4pp | 68.9%-45.2pp |
| Annual return | 17.00% | 91.27%-74.3pp | 386.44%-369.4pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,335 | $2,749+57.7% | $4,137+4.8% | $4,274+1.4% |
| Admin fee / account holder | $15,030 | $4,433+239.1% | $6,673+125.2% | $7,775+93.3% |