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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 | $407,743 | $92,224+342.1% | $105,223+287.5% | $79,634+412.0% |
| Participation rate | 13.4% | 69.2%-55.8pp | 75.0%-61.7pp | 62.5%-49.1pp |
| Annual return | 15.17% | 88.65%-73.5pp | 180.65%-165.5pp | 36.46%-21.3pp |
| Employer contribution / active EE | $766 | $3,965-80.7% | $3,689-79.2% | $2,529-69.7% |
| Participant deferral / active EE | $1,991 | $3,834-48.1% | $5,072-60.8% | $3,835-48.1% |
| Admin fee / account holder | $11,877 | $1,121+959.8% | $8,859+34.1% | $1,002+1085.4% |