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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 | $93,345+489.6% | $119,126+362.0% | $87,485+529.1% |
| Participation rate | 16.7% | 68.7%-52.1pp | 75.8%-59.1pp | 68.9%-52.3pp |
| Annual return | 17.65% | 19.08%-1.4pp | 282.11%-264.5pp | 26.06%-8.4pp |
| Employer contribution / active EE | $853 | $3,172-73.1% | $4,034-78.9% | $2,596-67.1% |
| Participant deferral / active EE | $2,765 | $4,099-32.6% | $5,318-48.0% | $4,274-35.3% |
| Admin fee / account holder | $24,438 | $8,039+204.0% | $10,693+128.5% | $7,775+214.3% |