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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $1,138,155 | $125,237+808.8% | $105,608+977.7% | $145,877+680.2% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 31.03% | 225.76%-194.7pp | 116.50%-85.5pp | 551.28%-520.3pp |
| Employer contribution / active EE | $37,552 | $3,720+909.4% | $3,167+1085.7% | $4,663+705.3% |
| Participant deferral / active EE | $1,015 | $5,711-82.2% | $5,010-79.7% | $6,691-84.8% |
| Admin fee / account holder | $22,526 | $17,287+30.3% | $11,028+104.3% | $13,402+68.1% |