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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 | $633,815 | $150,412+321.4% | $120,574+425.7% | $145,884+334.5% |
| Participation rate | 13.3% | 78.8%-65.5pp | 71.9%-58.6pp | 80.3%-67.0pp |
| Annual return | 10.08% | 154.50%-144.4pp | 107.42%-97.3pp | 551.85%-541.8pp |
| Employer contribution / active EE | $178 | $4,355-95.9% | $3,471-94.9% | $4,662-96.2% |
| Participant deferral / active EE | $4,067 | $6,175-34.1% | $4,996-18.6% | $6,690-39.2% |
| Admin fee / account holder | $5,400 | $12,224-55.8% | $9,445-42.8% | $13,392-59.7% |