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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 | $126,519+195.5% | $106,201+252.1% | $145,959+156.2% |
| Participation rate | 45.5% | 77.7%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 11.03% | 225.10%-214.1pp | 116.26%-105.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,209 | $5,716+43.6% | $5,012+63.8% | $6,689+22.7% |
| Admin fee / account holder | $1,927 | $17,312-88.9% | $11,039-82.5% | $13,398-85.6% |