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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 | $211,288+49.5% | $178,540+76.9% | $145,884+116.5% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 16.38% | 30.27%-13.9pp | 27.15%-10.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $554 | $4,574-87.9% | $3,953-86.0% | $4,662-88.1% |
| Participant deferral / active EE | $1,523 | $6,967-78.1% | $6,281-75.8% | $6,690-77.2% |
| Admin fee / account holder | $740 | $12,105-93.9% | $10,424-92.9% | $13,392-94.5% |