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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 | $262,710 | $49,177+434.2% | $79,466+230.6% | $64,173+309.4% |
| Participation rate | 9.4% | 65.0%-55.7pp | 73.3%-64.0pp | 69.6%-60.2pp |
| Annual return | -5.29% | -1.16%-4.1pp | 718.28%-723.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,526 | $2,821-45.9% | $3,704-58.8% | $3,470-56.0% |
| Admin fee / account holder | $1,176 | $3,839-69.4% | $5,104-77.0% | $4,887-75.9% |