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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 | $1,042,581 | $223,823+365.8% | $211,142+393.8% | $154,746+573.7% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 11.04% | 50.39%-39.4pp | 46.84%-35.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,109 | $6,787-83.7% | $6,442-82.8% | $4,379-74.7% |
| Participant deferral / active EE | $15,680 | $9,750+60.8% | $9,284+68.9% | $6,730+133.0% |
| Admin fee / account holder | $7,331 | $19,707-62.8% | $19,076-61.6% | $14,365-49.0% |