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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 | $603,305 | $152,597+295.4% | $117,533+413.3% | $134,532+348.4% |
| Participation rate | 21.4% | 77.1%-55.7pp | 70.6%-49.2pp | 81.2%-59.8pp |
| Annual return | -14.41% | 53.04%-67.5pp | 29.77%-44.2pp | 418.27%-432.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,759 | $4,821+330.6% | $4,072+409.7% | $6,401+224.3% |
| Admin fee / account holder | $181,493 | $7,007+2490.3% | $5,647+3114.0% | $11,429+1488.1% |