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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 | $298,121 | $65,434+355.6% | $98,483+202.7% | $85,847+247.3% |
| Participation rate | 28.0% | 65.0%-37.0pp | 73.3%-45.3pp | 69.3%-41.3pp |
| Annual return | 13.75% | 21.75%-8.0pp | 1494.38%-1480.6pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,626 | $3,168-17.1% | $4,276-38.6% | $3,952-33.5% |
| Admin fee / account holder | $14,061 | $4,595+206.0% | $5,953+136.2% | $6,261+124.6% |