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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 | $325,592 | $110,337+195.1% | $102,383+218.0% | $145,877+123.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.21% | 24.83%-5.6pp | 24.94%-5.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $1,093 | $4,216-74.1% | $3,870-71.8% | $4,663-76.6% |
| Participant deferral / active EE | $3,825 | $5,621-31.9% | $5,060-24.4% | $6,691-42.8% |
| Admin fee / account holder | $38,874 | $9,750+298.7% | $8,391+363.3% | $13,402+190.1% |