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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 | $754,069 | $135,956+454.6% | $123,894+508.6% | $273,972+175.2% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 5.97% | 56.63%-50.7pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $585 | $5,170-88.7% | $4,617-87.3% | $4,869-88.0% |
| Participant deferral / active EE | $2,012 | $6,343-68.3% | $5,984-66.4% | $5,287-61.9% |
| Admin fee / account holder | $50,092 | $9,817+410.2% | $8,357+499.4% | $10,133+394.4% |