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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 | $355,496 | $65,125+445.9% | $143,797+147.2% | $66,949+431.0% |
| Participation rate | 2.0% | 65.2%-63.2pp | 80.3%-78.4pp | 69.8%-67.9pp |
| Annual return | 3.10% | -11.13%+14.2pp | -0.04%+3.1pp | 1.57%+1.5pp |
| Employer contribution / active EE | $839 | $2,362-64.5% | $4,952-83.1% | $2,545-67.0% |
| Participant deferral / active EE | $2,359 | $2,920-19.2% | $5,638-58.2% | $4,239-44.3% |
| Admin fee / account holder | $18,677 | $503+3615.5% | $14,679+27.2% | $594+3046.6% |