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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 | $159,934+497.7% | $147,005+550.3% | $145,959+555.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 36.73% | 98.24%-61.5pp | 418.76%-382.0pp | 561.95%-525.2pp |
| Employer contribution / active EE | $678 | $5,287-87.2% | $4,934-86.3% | $4,661-85.4% |
| Participant deferral / active EE | $2,827 | $8,427-66.5% | $8,070-65.0% | $6,689-57.7% |
| Admin fee / account holder | $109,132 | $15,053+625.0% | $13,006+739.1% | $13,398+714.6% |