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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 | $263,482 | $109,967+139.6% | $97,197+171.1% | $145,877+80.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 9.72% | 244.27%-234.5pp | 75.47%-65.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,720 | $4,676+22.3% | $4,263+34.2% | $6,691-14.5% |
| Admin fee / account holder | $3,679 | $6,199-40.7% | $5,637-34.7% | $13,402-72.5% |