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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $299,891 | $180,459+66.2% | $154,108+94.6% | $135,380+121.5% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | -6.75% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $12,074 | $6,035+100.1% | $5,298+127.9% | $4,779+152.7% |
| Participant deferral / active EE | $1,933 | $5,806-66.7% | $5,081-62.0% | $5,609-65.5% |
| Admin fee / account holder | $1,210 | $16,145-92.5% | $13,411-91.0% | $10,828-88.8% |