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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 | $1,125,500 | $201,372+458.9% | $184,260+510.8% | $145,884+671.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 21.68% | 29.04%-7.4pp | 28.84%-7.2pp | 551.85%-530.2pp |
| Employer contribution / active EE | $1,264 | $7,024-82.0% | $6,427-80.3% | $4,662-72.9% |
| Participant deferral / active EE | $8,875 | $9,808-9.5% | $9,133-2.8% | $6,690+32.7% |
| Admin fee / account holder | $33,338 | $16,362+103.7% | $13,898+139.9% | $13,392+148.9% |