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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 | $125,237+198.6% | $105,608+254.1% | $145,877+156.3% |
| Participation rate | 45.5% | 77.7%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 11.03% | 225.76%-214.7pp | 116.50%-105.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,209 | $5,711+43.8% | $5,010+63.9% | $6,691+22.7% |
| Admin fee / account holder | $1,927 | $17,287-88.9% | $11,028-82.5% | $13,402-85.6% |