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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 | $1,141,815 | $159,978+613.7% | $147,041+676.5% | $145,978+682.2% |
| Participation rate | 18.8% | 84.0%-65.3pp | 82.2%-63.4pp | 80.3%-61.5pp |
| Annual return | 10.66% | 98.36%-87.7pp | 419.21%-408.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,659 | $8,429-44.7% | $8,071-42.3% | $6,690-30.3% |
| Admin fee / account holder | $10,570 | $15,053-29.8% | $13,006-18.7% | $13,400-21.1% |