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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 | $540,098 | $129,960+315.6% | $104,299+417.8% | $134,545+301.4% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -17.88% | 42.06%-59.9pp | 24.62%-42.5pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,000 | $4,186-76.1% | $3,373-70.4% | $4,742-78.9% |
| Participant deferral / active EE | $9,000 | $5,589+61.0% | $4,626+94.6% | $6,401+40.6% |
| Admin fee / account holder | $7,409 | $9,324-20.5% | $7,339+0.9% | $11,431-35.2% |