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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 | $356,825 | $71,230+400.9% | $93,727+280.7% | $80,959+340.7% |
| Participation rate | 10.0% | 60.4%-50.4pp | 68.7%-58.7pp | 67.7%-57.7pp |
| Annual return | 10.18% | 11.26%-1.1pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,315 | $1,565-16.0% | $2,421-45.7% | $2,757-52.3% |
| Participant deferral / active EE | $2,675 | $4,037-33.7% | $4,417-39.4% | $4,300-37.8% |
| Admin fee / account holder | $6,205 | $6,961-10.9% | $8,292-25.2% | $6,925-10.4% |