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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 | $315,791 | $210,698+49.9% | $178,014+77.4% | $145,959+116.4% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 16.38% | 386.27%-369.9pp | 294.80%-278.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $554 | $4,567-87.9% | $3,950-86.0% | $4,661-88.1% |
| Participant deferral / active EE | $1,523 | $6,958-78.1% | $6,276-75.7% | $6,689-77.2% |
| Admin fee / account holder | $740 | $12,016-93.8% | $10,362-92.9% | $13,398-94.5% |