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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 | $743,574 | $124,425+497.6% | $112,040+563.7% | $137,256+441.7% |
| Participation rate | 45.0% | 79.3%-34.3pp | 76.5%-31.5pp | 80.0%-35.0pp |
| Annual return | 11.59% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,291 | $3,411-62.2% | $2,954-56.3% | $4,156-68.9% |
| Participant deferral / active EE | $2,066 | $5,718-63.9% | $5,098-59.5% | $6,407-67.8% |
| Admin fee / account holder | $96,032 | $15,207+531.5% | $12,098+693.8% | $12,270+682.6% |