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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 | $280,161 | $117,859+137.7% | $102,438+173.5% | $145,959+91.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.19% | 31.72%-15.5pp | 29.37%-13.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,348 | $3,615-62.7% | $3,024-55.4% | $4,661-71.1% |
| Participant deferral / active EE | $3,721 | $5,732-35.1% | $5,054-26.4% | $6,689-44.4% |
| Admin fee / account holder | $7,243 | $13,318-45.6% | $9,448-23.3% | $13,398-45.9% |