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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 | $873,515 | $34,316+2445.5% | $74,723+1069.0% | $72,976+1097.0% |
| Participation rate | 2.3% | 42.4%-40.1pp | 54.5%-52.1pp | 69.5%-67.2pp |
| Annual return | 27.14% | 26.58%+0.6pp | 753.18%-726.0pp | 81.02%-53.9pp |
| Employer contribution / active EE | $105 | $692-84.9% | $1,084-90.3% | $2,440-95.7% |
| Participant deferral / active EE | $392 | $1,272-69.1% | $1,962-80.0% | $3,608-89.1% |
| Admin fee / account holder | $18,139 | $2,125+753.7% | $3,335+444.0% | $5,124+254.0% |