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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 | $562,257 | $73,848+661.4% | $143,799+291.0% | $68,486+721.0% |
| Participation rate | 48.1% | 66.7%-18.6pp | 80.3%-32.3pp | 67.9%-19.8pp |
| Annual return | -14.83% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $12,053 | $3,184+278.5% | $4,952+143.4% | $2,597+364.2% |
| Participant deferral / active EE | $10,451 | $3,385+208.8% | $5,638+85.4% | $4,028+159.5% |
| Admin fee / account holder | $39,285 | $5,755+582.6% | $14,677+167.7% | $5,404+627.0% |