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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 | $266,722 | $110,379+141.6% | $102,412+160.4% | $145,884+82.8% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 11.68% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,322 | $4,216-68.6% | $3,870-65.8% | $4,662-71.6% |
| Participant deferral / active EE | $2,457 | $5,622-56.3% | $5,060-51.5% | $6,690-63.3% |
| Admin fee / account holder | $14,073 | $9,745+44.4% | $8,388+67.8% | $13,392+5.1% |