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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 | $329,444 | $117,895+179.4% | $102,460+221.5% | $145,897+125.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.69% | 31.92%-22.2pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,340 | $3,619-63.0% | $3,025-55.7% | $4,663-71.3% |
| Participant deferral / active EE | $3,419 | $5,736-40.4% | $5,056-32.4% | $6,689-48.9% |
| Admin fee / account holder | $33,353 | $13,353+149.8% | $9,460+252.6% | $13,390+149.1% |