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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 | $1,002,162 | $165,939+503.9% | $122,354+719.1% | $147,586+579.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 14.38% | 34.56%-20.2pp | 30.28%-15.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $27,000 | $5,754+369.2% | $4,051+566.5% | $4,876+453.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,032 | $7,425+75.5% | $5,479+137.9% | $10,886+19.7% |