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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 | $484,998 | $110,410+339.3% | $102,437+373.5% | $145,897+232.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $267 | $4,217-93.7% | $3,871-93.1% | $4,663-94.3% |
| Participant deferral / active EE | $1,833 | $5,622-67.4% | $5,060-63.8% | $6,689-72.6% |
| Admin fee / account holder | $3,196 | $9,745-67.2% | $8,388-61.9% | $13,390-76.1% |