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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 | $550,354 | $88,672+520.7% | $105,223+423.0% | $82,448+567.5% |
| Participation rate | 16.7% | 67.9%-51.3pp | 75.0%-58.4pp | 68.1%-51.4pp |
| Annual return | 17.65% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $853 | $3,048-72.0% | $3,689-76.9% | $2,551-66.6% |
| Participant deferral / active EE | $2,765 | $4,036-31.5% | $5,072-45.5% | $4,139-33.2% |
| Admin fee / account holder | $24,438 | $7,146+242.0% | $8,859+175.9% | $7,234+237.8% |