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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 | $160,040+501.6% | $147,096+554.6% | $145,877+560.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $471 | $5,289-91.1% | $4,936-90.5% | $4,663-89.9% |
| Participant deferral / active EE | $7,799 | $8,429-7.5% | $8,071-3.4% | $6,691+16.6% |
| Admin fee / account holder | $2,173 | $15,050-85.6% | $13,005-83.3% | $13,402-83.8% |