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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 | $497,856 | $157,304+216.5% | $141,197+252.6% | $152,909+225.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.80% | 64.34%-38.5pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,400 | $7,111-66.2% | $6,710-64.2% | $5,851-59.0% |
| Admin fee / account holder | $5,395 | $12,126-55.5% | $10,265-47.4% | $11,601-53.5% |