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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 | $368,992 | $96,691+281.6% | $86,656+325.8% | $139,487+164.5% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 12.87% | 106.87%-94.0pp | 593.09%-580.2pp | 373.84%-361.0pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,185 | $4,838+110.5% | $4,439+129.4% | $6,713+51.7% |
| Admin fee / account holder | $4,983 | $6,414-22.3% | $5,619-11.3% | $11,407-56.3% |