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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 | $286,733 | $110,410+159.7% | $102,437+179.9% | $145,897+96.5% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 13.40% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,216 | $4,217-71.2% | $3,871-68.6% | $4,663-73.9% |
| Participant deferral / active EE | $2,959 | $5,622-47.4% | $5,060-41.5% | $6,689-55.8% |
| Admin fee / account holder | $924 | $9,745-90.5% | $8,388-89.0% | $13,390-93.1% |