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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 | $396,452 | $88,672+347.1% | $105,223+276.8% | $82,448+380.9% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 13.55% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,351 | $3,048-55.7% | $3,689-63.4% | $2,551-47.0% |
| Participant deferral / active EE | $3,035 | $4,036-24.8% | $5,072-40.2% | $4,139-26.7% |
| Admin fee / account holder | $44,296 | $7,146+519.9% | $8,859+400.0% | $7,234+512.3% |