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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 | $366,405 | $107,030+242.3% | $73,550+398.2% | $147,586+148.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 19.91% | 38.25%-18.3pp | -15.16%+35.1pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,101 | $1,760-37.5% | $1,219-9.7% | $4,876-77.4% |
| Participant deferral / active EE | $7,714 | $2,458+213.8% | $1,804+327.6% | $5,439+41.8% |
| Admin fee / account holder | $1,477 | $3,055-51.6% | $2,320-36.3% | $10,886-86.4% |