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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 | $588,886 | $86,938+577.4% | $102,423+475.0% | $80,925+627.7% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | 11.66% | 18.89%-7.2pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $599 | $4,120-85.5% | $5,054-88.2% | $4,299-86.1% |
| Admin fee / account holder | $75,236 | $8,053+834.3% | $9,455+695.8% | $6,940+984.1% |