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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 | $405,415 | $124,175+226.5% | $108,405+274.0% | $167,553+142.0% |
| Participation rate | 54.5% | 82.3%-27.7pp | 80.1%-25.6pp | 82.1%-27.6pp |
| Annual return | 11.65% | 1380.13%-1368.5pp | 905.55%-893.9pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,914 | $6,908-14.4% | $6,563-9.9% | $6,343-6.8% |
| Admin fee / account holder | $5,880 | $9,457-37.8% | $7,297-19.4% | $12,316-52.3% |