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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,846,830 | $290,899+534.9% | $260,109+610.0% | $248,183+644.1% |
| Participation rate | 0.0% | 52.7%-52.7pp | 43.2%-43.2pp | 45.9%-45.9pp |
| Annual return | 16.34% | 7.75%+8.6pp | 8.93%+7.4pp | 10.21%+6.1pp |
| Employer contribution / active EE | $0 | $50,686-100.0% | $43,470-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $3,902 | $1,279+205.1% | $1,225+218.6% | $13,518-71.1% |