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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 | $3,769,606 | $225,673+1570.4% | $203,872+1749.0% | $155,188+2329.1% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 11.83% | 95.91%-84.1pp | 85.11%-73.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,250 | $6,893-67.4% | $6,388-64.8% | $6,531-65.5% |
| Admin fee / account holder | $3,084 | $12,327-75.0% | $11,730-73.7% | $14,480-78.7% |