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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 | $321,802 | $61,755+421.1% | $97,161+231.2% | $80,911+297.7% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.7%-40.7pp | 67.6%-35.6pp |
| Annual return | 14.09% | -557.90%+572.0pp | 75.36%-61.3pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,094 | $1,835-40.4% | $2,723-59.8% | $2,756-60.3% |
| Participant deferral / active EE | $2,543 | $3,026-16.0% | $4,265-40.4% | $4,297-40.8% |
| Admin fee / account holder | $9,271 | $5,166+79.5% | $5,647+64.2% | $6,935+33.7% |