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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 | $485,143 | $138,114+251.3% | $125,391+286.9% | $134,545+260.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.65% | 750.88%-768.5pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,274 | $5,246-75.7% | $4,816-73.5% | $4,742-73.1% |
| Participant deferral / active EE | $1,498 | $7,801-80.8% | $7,448-79.9% | $6,401-76.6% |
| Admin fee / account holder | $1,649 | $11,570-85.8% | $10,009-83.5% | $11,431-85.6% |