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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 | $955,965 | $160,040+497.3% | $147,096+549.9% | $145,877+555.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 36.73% | 98.49%-61.8pp | 419.75%-383.0pp | 551.28%-514.6pp |
| Employer contribution / active EE | $678 | $5,289-87.2% | $4,936-86.3% | $4,663-85.5% |
| Participant deferral / active EE | $2,827 | $8,429-66.5% | $8,071-65.0% | $6,691-57.8% |
| Admin fee / account holder | $109,132 | $15,050+625.1% | $13,005+739.1% | $13,402+714.3% |