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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 | $125,184+198.7% | $105,607+254.1% | $145,884+156.3% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 11.03% | 225.00%-214.0pp | 116.11%-105.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,209 | $5,714+43.7% | $5,011+63.8% | $6,690+22.7% |
| Admin fee / account holder | $1,927 | $17,133-88.8% | $10,958-82.4% | $13,392-85.6% |