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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 | $382,523 | $88,815+330.7% | $81,882+367.2% | $145,897+162.2% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 12.22% | 1033.75%-1021.5pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,169 | $4,647+161.8% | $4,323+181.5% | $6,689+81.9% |
| Admin fee / account holder | $55,632 | $8,434+559.6% | $7,360+655.9% | $13,390+315.5% |