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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 | $927,652 | $114,119+712.9% | $107,187+765.5% | $138,895+567.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 13.64% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $282 | $4,059-93.1% | $3,782-92.6% | $4,194-93.3% |
| Participant deferral / active EE | $2,619 | $5,538-52.7% | $5,096-48.6% | $6,396-59.1% |
| Admin fee / account holder | $3,796 | $10,024-62.1% | $9,162-58.6% | $12,562-69.8% |