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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 | $373,917 | $125,190+198.7% | $105,624+254.0% | $145,897+156.3% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.9pp |
| Annual return | 11.03% | 225.22%-214.2pp | 116.20%-105.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,209 | $5,716+43.6% | $5,013+63.8% | $6,689+22.7% |
| Admin fee / account holder | $1,927 | $17,138-88.8% | $10,961-82.4% | $13,390-85.6% |