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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 | $291,822 | $57,305+409.2% | $86,640+236.8% | $75,173+288.2% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 20.11% | 2674.24%-2654.1pp | 592.52%-572.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,827 | $3,320-45.0% | $4,438-58.8% | $4,126-55.7% |
| Admin fee / account holder | $2,132 | $4,116-48.2% | $5,616-62.0% | $5,651-62.3% |