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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 | $645,903 | $29,319+2103.0% | $52,425+1132.1% | $82,448+683.4% |
| Participation rate | 2.4% | 46.9%-44.4pp | 55.6%-53.2pp | 68.1%-65.6pp |
| Annual return | 17.73% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $335 | $1,171-71.4% | $1,790-81.3% | $4,139-91.9% |
| Admin fee / account holder | $3,332 | $1,962+69.8% | $2,495+33.6% | $7,234-53.9% |