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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 | $665,416 | $45,566+1360.3% | $64,105+938.0% | $59,633+1015.8% |
| Participation rate | 7.1% | 60.2%-53.0pp | 68.2%-61.0pp | 68.7%-61.5pp |
| Annual return | -0.72% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $130 | $934-86.0% | $1,820-92.8% | $2,203-94.1% |
| Participant deferral / active EE | $2,757 | $2,057+34.1% | $2,822-2.3% | $3,192-13.6% |
| Admin fee / account holder | $13,069 | $3,268+300.0% | $4,499+190.5% | $4,297+204.1% |