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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 | $253,615 | $116,190+118.3% | $93,614+170.9% | $152,885+65.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 16.98% | 35.96%-19.0pp | 32.76%-15.8pp | 345.39%-328.4pp |
| Employer contribution / active EE | $1,261 | $3,219-60.8% | $2,718-53.6% | $4,763-73.5% |
| Participant deferral / active EE | $5,768 | $4,604+25.3% | $4,069+41.7% | $5,851-1.4% |
| Admin fee / account holder | $862 | $10,749-92.0% | $7,889-89.1% | $11,598-92.6% |