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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 | $411,145 | $133,981+206.9% | $112,249+266.3% | $134,532+205.6% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -18.69% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $744 | $4,040-81.6% | $3,636-79.5% | $4,741-84.3% |
| Participant deferral / active EE | $4,408 | $5,292-16.7% | $4,729-6.8% | $6,401-31.1% |
| Admin fee / account holder | $2,887 | $7,492-61.5% | $6,412-55.0% | $11,429-74.7% |