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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 | $395,567 | $175,231+125.7% | $149,696+164.2% | $139,466+183.6% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 23.45% | 166.77%-143.3pp | 134.46%-111.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,458 | $6,521+14.4% | $5,682+31.2% | $6,712+11.1% |
| Admin fee / account holder | $4,890 | $16,155-69.7% | $13,212-63.0% | $11,409-57.1% |