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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 | $375,319 | $138,102+171.8% | $125,381+199.3% | $134,532+179.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -13.20% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $794 | $5,245-84.9% | $4,815-83.5% | $4,741-83.3% |
| Participant deferral / active EE | $4,646 | $7,801-40.4% | $7,448-37.6% | $6,401-27.4% |
| Admin fee / account holder | $4,820 | $11,568-58.3% | $10,007-51.8% | $11,429-57.8% |