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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 | $355,822 | $96,123+270.2% | $77,361+359.9% | $198,609+79.2% |
| Participation rate | 16.7% | 81.1%-64.5pp | 75.0%-58.3pp | 82.4%-65.7pp |
| Annual return | 12.91% | 2054.81%-2041.9pp | 1011.54%-998.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,448 | $4,975-70.9% | $3,911-63.0% | $6,977-79.3% |
| Admin fee / account holder | $825 | $9,471-91.3% | $5,894-86.0% | $19,030-95.7% |