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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 | $764,153 | $148,623+414.2% | $135,974+462.0% | $139,466+447.9% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.1pp | 80.3%-49.6pp |
| Annual return | 25.41% | 79.30%-53.9pp | 68.30%-42.9pp | 373.66%-348.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,489 | $8,103-32.3% | $7,760-29.3% | $6,712-18.2% |
| Admin fee / account holder | $32,694 | $12,406+163.5% | $10,767+203.7% | $11,409+186.6% |