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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 | $405,712 | $34,316+1082.3% | $74,719+443.0% | $72,983+455.9% |
| Participation rate | 3.0% | 42.4%-39.4pp | 54.5%-51.4pp | 69.5%-66.5pp |
| Annual return | 25.17% | 26.58%-1.4pp | 753.05%-727.9pp | 81.01%-55.8pp |
| Employer contribution / active EE | $307 | $692-55.7% | $1,084-71.7% | $2,440-87.4% |
| Participant deferral / active EE | $469 | $1,272-63.1% | $1,963-76.1% | $3,608-87.0% |
| Admin fee / account holder | $2,017 | $2,125-5.1% | $3,334-39.5% | $5,124-60.6% |