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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 | $259,164 | $101,063+156.4% | $81,473+218.1% | $147,585+75.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 10.24% | 32.41%-22.2pp | 38.78%-28.5pp | 578.58%-568.3pp |
| Employer contribution / active EE | $1,907 | $3,206-40.5% | $2,568-25.7% | $4,876-60.9% |
| Participant deferral / active EE | $7,050 | $4,242+66.2% | $3,537+99.3% | $5,439+29.6% |
| Admin fee / account holder | $147,760 | $5,812+2442.2% | $4,561+3139.5% | $10,886+1257.4% |