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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 | $364,153 | $97,732+272.6% | $83,831+334.4% | $135,380+169.0% |
| Participation rate | 9.1% | 80.0%-70.9pp | 76.1%-67.1pp | 82.6%-73.6pp |
| Annual return | -8.90% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,688 | $4,222-36.3% | $3,631-26.0% | $4,779-43.8% |
| Participant deferral / active EE | $1,109 | $4,683-76.3% | $4,082-72.8% | $5,609-80.2% |
| Admin fee / account holder | $10,015 | $6,675+50.0% | $5,479+82.8% | $10,828-7.5% |