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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 | $278,442 | $65,367+326.0% | $92,915+199.7% | $72,976+281.6% |
| Participation rate | 12.0% | 68.3%-56.3pp | 76.0%-64.0pp | 69.5%-57.5pp |
| Annual return | 17.33% | 42.11%-24.8pp | 109.45%-92.1pp | 81.02%-63.7pp |
| Employer contribution / active EE | $704 | $2,594-72.9% | $3,653-80.7% | $2,440-71.1% |
| Participant deferral / active EE | $1,725 | $3,128-44.9% | $4,238-59.3% | $3,608-52.2% |
| Admin fee / account holder | $1,441 | $4,251-66.1% | $5,796-75.1% | $5,124-71.9% |