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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 | $2,444,580 | $176,688+1283.6% | $130,660+1771.0% | $152,870+1499.1% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 15.63% | 2692.66%-2677.0pp | 1709.13%-1693.5pp | 345.34%-329.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,000 | $4,362-31.2% | $3,603-16.7% | $5,850-48.7% |
| Admin fee / account holder | $52,108 | $7,131+630.7% | $5,463+853.8% | $11,597+349.3% |