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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 | $258,708 | $169,237+52.9% | $129,339+100.0% | $145,978+77.2% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 14.56% | 14364.43%-14349.9pp | 9437.05%-9422.5pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,496 | $4,991-50.0% | $4,170-40.1% | $6,690-62.7% |
| Admin fee / account holder | $56,296 | $9,882+469.7% | $7,668+634.2% | $13,400+320.1% |