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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 | $304,579 | $171,492+77.6% | $150,734+102.1% | $198,609+53.4% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 17.39% | 804.70%-787.3pp | 600.81%-583.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,707 | $6,259-24.8% | $5,610-16.1% | $6,977-32.5% |
| Admin fee / account holder | $480 | $17,628-97.3% | $14,905-96.8% | $19,030-97.5% |