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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 | $365,767 | $35,183+939.6% | $73,550+397.3% | $70,126+421.6% |
| Participation rate | 5.3% | 42.9%-37.7pp | 54.9%-49.7pp | 69.5%-64.3pp |
| Annual return | 19.11% | 26.90%-7.8pp | -15.16%+34.3pp | 73.15%-54.0pp |
| Employer contribution / active EE | $152 | $709-78.5% | $1,219-87.5% | $2,343-93.5% |
| Participant deferral / active EE | $1,085 | $1,220-11.1% | $1,804-39.9% | $3,332-67.4% |
| Admin fee / account holder | $4,099 | $2,302+78.0% | $2,320+76.7% | $4,645-11.8% |