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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 | $815,744 | $124,980+552.7% | $108,359+652.8% | $154,746+427.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 16.97% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,500 | $4,743+58.1% | $4,137+81.3% | $6,730+11.4% |
| Admin fee / account holder | $4,228 | $11,502-63.2% | $9,741-56.6% | $14,365-70.6% |