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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 | $337,176 | $54,757+515.8% | $90,304+273.4% | $72,975+362.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 23.79% | 30.63%-6.8pp | 78.13%-54.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,284 | $2,093-38.7% | $2,855-55.0% | $2,440-47.4% |
| Participant deferral / active EE | $2,228 | $2,887-22.8% | $3,885-42.6% | $3,608-38.2% |
| Admin fee / account holder | $12,078 | $3,973+204.0% | $5,354+125.6% | $5,124+135.7% |