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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 | $382,397 | $142,361+168.6% | $119,608+219.7% | $134,509+184.3% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -2.62% | -12.46%+9.8pp | -14.98%+12.4pp | 418.13%-420.8pp |
| Employer contribution / active EE | $1,544 | $5,224-70.4% | $4,232-63.5% | $4,741-67.4% |
| Participant deferral / active EE | $1,544 | $6,468-76.1% | $5,601-72.4% | $6,400-75.9% |
| Admin fee / account holder | $1,656 | $13,588-87.8% | $10,326-84.0% | $11,427-85.5% |