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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 | $962,835 | $159,934+502.0% | $147,005+555.0% | $145,959+559.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $471 | $5,287-91.1% | $4,934-90.5% | $4,661-89.9% |
| Participant deferral / active EE | $7,799 | $8,427-7.5% | $8,070-3.4% | $6,689+16.6% |
| Admin fee / account holder | $2,173 | $15,053-85.6% | $13,006-83.3% | $13,398-83.8% |