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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 | $994,575 | $289,211+243.9% | $260,467+281.8% | $198,609+400.8% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 12.64% | 112.90%-100.3pp | 100.60%-88.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,039 | $6,812+3.3% | $6,319+11.4% | $6,977+0.9% |
| Admin fee / account holder | $268,612 | $16,236+1554.4% | $15,461+1637.4% | $19,030+1311.5% |