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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 | $338,889 | $104,953+222.9% | $84,637+300.4% | $152,909+121.6% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.5%-42.5pp |
| Annual return | 21.37% | 373.94%-352.6pp | 258.82%-237.5pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,660 | $4,691+148.6% | $3,900+199.0% | $5,851+99.3% |
| Admin fee / account holder | $7,046 | $6,244+12.8% | $4,914+43.4% | $11,601-39.3% |