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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.)
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 | $345,167 | $76,551+350.9% | $123,894+178.6% | $62,881+448.9% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 7.11% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,350 | $2,882+50.9% | $4,617-5.8% | $2,281+90.7% |
| Participant deferral / active EE | $3,834 | $4,840-20.8% | $5,984-35.9% | $3,203+19.7% |
| Admin fee / account holder | $16,013 | $4,826+231.8% | $8,357+91.6% | $4,296+272.8% |