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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 | $160,070+497.2% | $147,117+549.8% | $145,897+555.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 36.73% | 98.69%-62.0pp | 420.54%-383.8pp | 552.29%-515.6pp |
| Employer contribution / active EE | $678 | $5,285-87.2% | $4,932-86.3% | $4,663-85.5% |
| Participant deferral / active EE | $2,827 | $8,419-66.4% | $8,065-64.9% | $6,689-57.7% |
| Admin fee / account holder | $109,132 | $15,035+625.8% | $12,993+739.9% | $13,390+715.0% |