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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 | $827,987 | $95,917+763.2% | $79,583+940.4% | $134,545+515.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -16.44% | -2.70%-13.7pp | 0.16%-16.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,747 | $3,129-44.2% | $2,414-27.6% | $4,742-63.2% |
| Participant deferral / active EE | $10,800 | $4,694+130.1% | $3,986+171.0% | $6,401+68.7% |
| Admin fee / account holder | $25,837 | $9,132+182.9% | $6,835+278.0% | $11,431+126.0% |