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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 | $667,778 | $45,343+1372.7% | $150,298+344.3% | $67,986+882.2% |
| Participation rate | 7.0% | 51.9%-44.8pp | 77.8%-70.7pp | 57.2%-50.2pp |
| Annual return | 15.51% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $520 | $1,462-64.4% | $4,154-87.5% | $2,019-74.2% |
| Participant deferral / active EE | $1,157 | $2,055-43.7% | $5,453-78.8% | $3,358-65.5% |
| Admin fee / account holder | $159,287 | $2,250+6980.0% | $14,116+1028.4% | $3,203+4872.8% |