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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 | $105,284+276.6% | $150,734+163.0% | $94,015+321.7% |
| Participation rate | 22.2% | 71.7%-49.5pp | 78.4%-56.2pp | 70.8%-48.6pp |
| Annual return | 13.55% | 15.67%-2.1pp | 600.81%-587.3pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,351 | $3,599-62.5% | $4,918-72.5% | $2,790-51.6% |
| Participant deferral / active EE | $3,035 | $4,274-29.0% | $5,610-45.9% | $4,249-28.6% |
| Admin fee / account holder | $44,296 | $9,839+350.2% | $14,905+197.2% | $8,951+394.9% |