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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 | $520,027 | $138,078+276.6% | $125,363+314.8% | $134,509+286.6% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 147.29% | 750.49%-603.2pp | 572.15%-424.9pp | 418.13%-270.8pp |
| Employer contribution / active EE | $1,077 | $5,245-79.5% | $4,815-77.6% | $4,741-77.3% |
| Participant deferral / active EE | $1,457 | $7,800-81.3% | $7,447-80.4% | $6,400-77.2% |
| Admin fee / account holder | $613,257 | $11,566+5202.4% | $10,005+6029.3% | $11,427+5266.9% |